Topel & Distasi Wealth Management’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 | $2.01M | Sell |
40,546
-484
| -1% | -$23.9K | 1.05% | 28 |
|
|
2025
Q1 | $1.86M | Sell |
41,030
-8,039
| -16% | -$364K | 0.87% | 31 |
|
|
2024
Q4 | $2.16M | Sell |
49,069
-363
| -0.7% | -$16K | 0.93% | 31 |
|
|
2024
Q3 | $2.37M | Sell |
49,432
-35,917
| -42% | -$1.72M | 0.98% | 30 |
|
|
2024
Q2 | $3.73M | Sell |
85,349
-2,643
| -3% | -$116K | 1.64% | 21 |
|
|
2024
Q1 | $3.68M | Sell |
87,992
-6,695
| -7% | -$280K | 1.63% | 21 |
|
|
2023
Q4 | $3.89M | Sell |
94,687
-1,584
| -2% | -$65.1K | 1.85% | 20 |
|
|
2023
Q3 | $3.77M | Buy |
96,271
+1,947
| +2% | +$76.3K | 1.98% | 19 |
|
|
2023
Q2 | $3.84M | Buy |
94,324
+748
| +0.8% | +$30.4K | 1.93% | 20 |
|
|
2023
Q1 | $3.78M | Buy |
93,576
+2,461
| +3% | +$99.4K | 1.97% | 18 |
|
|
2022
Q4 | $3.55M | Hold |
91,115
| – | – | 1.99% | 19 |
|
|
2022
Q3 | $3.54M | Buy |
91,115
+7,389
| +9% | +$287K | 1.95% | 19 |
|
|
2022
Q2 | $3.49M | Buy |
83,726
+280
| +0.3% | +$11.7K | 2.02% | 14 |
|
|
2022
Q1 | $3.85M | Buy |
83,446
+9,199
| +12% | +$424K | 1.61% | 21 |
|
|
2021
Q4 | $3.67M | Buy |
+74,247
| New | +$3.67M | 1.5% | 28 |
|