SVB Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.11M	Sell	76,019 -2,617	-3%	-$147K	0.27%	84
2025 Q4	$4.23M	Sell	78,636 -675	-0.9%	-$36.7K	0.25%	82
2025 Q3	$4.3M	Sell	79,311 -7,432	-9%	-$383K	0.23%	89
2025 Q2	$4.29M	Buy	+86,743	New	+$4.02M	0.23%	89
2025 Q1	–	Sell	-197,057	Closed	-$8.68M	–	1806
2024 Q4	$8.68M	Buy	+197,057	New	+$9.16M	0.16%	93
2024 Q3	–	Sell	-203,612	Closed	-$8.91M	–	616
2024 Q2	$8.91M	Sell	203,612 -127,537	-39%	-$5.49M	0.22%	108
2024 Q1	$13.8M	Sell	331,149 -28,953	-8%	-$1.18M	0.31%	78
2023 Q4	$14.8M	Buy	360,102 +67,369	+23%	+$2.67M	0.36%	71
2023 Q3	$11.5M	Sell	292,733 -10,273	-3%	-$419K	0.25%	96
2023 Q2	$12.3M	Sell	303,006 -49,282	-14%	-$1.99M	0.22%	103
2023 Q1	$14.2M	Sell	352,288 -66,026	-16%	-$2.69M	0.2%	101
2022 Q4	$16.3M	Buy	418,314 +55,760	+15%	+$2.13M	0.22%	92
2022 Q3	$13.2M	Buy	362,554 +190,501	+111%	+$7.74M	0.19%	95
2022 Q2	$7.17M	Sell	172,053 -10,807	-6%	-$467K	0.11%	125
2022 Q1	$8.43M	Sell	182,860 -17,372	-9%	-$836K	0.11%	124
2021 Q4	$9.9M	Sell	200,232 -74,215	-27%	-$3.74M	0.16%	107
2021 Q3	$13.7M	Sell	274,447 -61,833	-18%	-$3.2M	0.18%	101
2021 Q2	$18.3M	Buy	336,280 +59,423	+21%	+$3.17M	0.23%	81
2021 Q1	$14.4M	Buy	276,857 +83,859	+43%	+$4.46M	0.2%	90
2020 Q4	$9.67M	Buy	192,998 +87,201	+82%	+$4.1M	0.14%	114
2020 Q3	$4.57M	Buy	105,797 +13,454	+15%	+$585K	0.08%	153
2020 Q2	$3.66M	Buy	92,343 +92,277	+139,814%	+$3.42M	0.07%	159
2020 Q1	$2K	Sell	66 -135,786	-100%	-$5.54M	﹤0.01%	581
2019 Q4	$6.04M	Buy	135,852 +58,033	+75%	+$2.46M	0.11%	126
2019 Q3	$3.13M	Sell	77,819 -3,277	-4%	-$135K	0.06%	163
2019 Q2	$3.45M	Buy	+81,096	New	+$3.41M	0.12%	151