The Family Firm’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Sell |
125,288
-178
| -0.1% | -$8.8K | 1.49% | 16 |
|
|
2025
Q1 | $5.68M | Buy |
125,466
+189
| +0.2% | +$8.55K | 1.27% | 17 |
|
|
2024
Q4 | $5.52M | Buy |
125,277
+11,991
| +11% | +$528K | 1.23% | 17 |
|
|
2024
Q3 | $5.42M | Buy |
113,286
+1,349
| +1% | +$64.6K | 1.19% | 19 |
|
|
2024
Q2 | $4.9M | Sell |
111,937
-853
| -0.8% | -$37.3K | 1.09% | 18 |
|
|
2024
Q1 | $4.71M | Sell |
112,790
-4,369
| -4% | -$182K | 1.15% | 20 |
|
|
2023
Q4 | $4.82M | Buy |
117,159
+7,759
| +7% | +$319K | 1.24% | 17 |
|
|
2023
Q3 | $4.29M | Buy |
109,400
+1,703
| +2% | +$66.8K | 1.2% | 20 |
|
|
2023
Q2 | $4.38M | Buy |
107,697
+1,329
| +1% | +$54.1K | 1.16% | 20 |
|
|
2023
Q1 | $4.3M | Buy |
106,368
+1,263
| +1% | +$51K | 1.19% | 19 |
|
|
2022
Q4 | $4.1M | Buy |
105,105
+29,048
| +38% | +$1.13M | 1.2% | 20 |
|
|
2022
Q3 | $2.78M | Sell |
76,057
-1,166
| -2% | -$42.5K | 0.89% | 24 |
|
|
2022
Q2 | $3.22M | Sell |
77,223
-620
| -0.8% | -$25.8K | 0.95% | 22 |
|
|
2022
Q1 | $3.59M | Buy |
77,843
+1,689
| +2% | +$77.9K | 0.94% | 23 |
|
|
2021
Q4 | $3.77M | Sell |
76,154
-1,362
| -2% | -$67.4K | 0.97% | 21 |
|
|
2021
Q3 | $4.06M | Buy |
77,516
+9,738
| +14% | +$510K | 1.07% | 20 |
|
|
2021
Q2 | $3.68M | Sell |
67,778
-777
| -1% | -$42.2K | 1% | 22 |
|
|
2021
Q1 | $3.57M | Sell |
68,555
-322
| -0.5% | -$16.8K | 1.03% | 22 |
|
|
2020
Q4 | $3.62M | Buy |
68,877
+5,421
| +9% | +$285K | 1.08% | 20 |
|
|
2020
Q3 | $2.74M | Sell |
63,456
-936
| -1% | -$40.5K | 0.98% | 20 |
|
|
2020
Q2 | $2.55M | Sell |
64,392
-6,996
| -10% | -$277K | 0.95% | 22 |
|
|
2020
Q1 | $2.4M | Buy |
71,388
+1,975
| +3% | +$66.3K | 1.02% | 21 |
|
|
2019
Q4 | $3.09M | Sell |
69,413
-1,453
| -2% | -$64.6K | 1.04% | 22 |
|
|
2019
Q3 | $2.85M | Sell |
70,866
-600
| -0.8% | -$24.2K | 1.01% | 22 |
|
|
2019
Q2 | $3.04M | Buy |
71,466
+2,443
| +4% | +$104K | 1.07% | 22 |
|
|
2019
Q1 | $2.93M | Sell |
69,023
-889
| -1% | -$37.8K | 1.07% | 22 |
|
|
2018
Q4 | $2.66M | Buy |
69,912
+10,294
| +17% | +$392K | 1.06% | 22 |
|
|
2018
Q3 | $2.44M | Buy |
59,618
+6,796
| +13% | +$279K | 0.89% | 24 |
|
|
2018
Q2 | $2.23M | Buy |
52,822
+2,543
| +5% | +$107K | 0.84% | 24 |
|
|
2018
Q1 | $2.36M | Sell |
50,279
-2,476
| -5% | -$116K | 0.92% | 24 |
|
|
2017
Q4 | $2.42M | Sell |
52,755
-5,145
| -9% | -$236K | 0.96% | 23 |
|
|
2017
Q3 | $2.52M | Buy |
57,900
+6,797
| +13% | +$296K | 1.05% | 23 |
|
|
2017
Q2 | $2.09M | Sell |
51,103
-228
| -0.4% | -$9.31K | 0.92% | 24 |
|
|
2017
Q1 | $2.04M | Sell |
51,331
-6,217
| -11% | -$247K | 0.97% | 23 |
|
|
2016
Q4 | $2.06M | Buy |
57,548
+139
| +0.2% | +$4.97K | 0.97% | 23 |
|
|
2016
Q3 | $2.16M | Sell |
57,409
-2,443
| -4% | -$91.9K | 1.03% | 21 |
|
|
2016
Q2 | $2.11M | Sell |
59,852
-3,874
| -6% | -$137K | 1.05% | 19 |
|
|
2016
Q1 | $2.2M | Buy |
63,726
+2,726
| +4% | +$94.3K | 1.12% | 19 |
|
|
2015
Q4 | $2M | Sell |
61,000
-10,331
| -14% | -$338K | 1.06% | 20 |
|
|
2015
Q3 | $2.36M | Buy |
71,331
+10,637
| +18% | +$352K | 1.28% | 17 |
|
|
2015
Q2 | $2.48M | Sell |
60,694
-3,529
| -5% | -$144K | 1.28% | 17 |
|
|
2015
Q1 | $2.63M | Sell |
64,223
-1,058
| -2% | -$43.2K | 1.34% | 16 |
|
|
2014
Q4 | $2.61M | Buy |
+65,281
| New | +$2.61M | 1.36% | 16 |
|