Valley Forge Investment Consultants’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 | $1.07M | Buy |
21,533
+7,469
| +53% | +$369K | 0.34% | 29 |
|
2025
Q1 | $637K | Buy |
14,064
+4,037
| +40% | +$183K | 0.23% | 39 |
|
2024
Q4 | $442K | Buy |
10,027
+228
| +2% | +$10K | 0.15% | 53 |
|
2024
Q3 | $469K | Buy |
9,799
+240
| +3% | +$11.5K | 0.16% | 50 |
|
2024
Q2 | $418K | Buy |
9,559
+4,486
| +88% | +$196K | 0.16% | 50 |
|
2024
Q1 | $212K | Sell |
5,073
-1,209
| -19% | -$50.5K | 0.08% | 72 |
|
2023
Q4 | $258K | Buy |
+6,282
| New | +$258K | 0.11% | 58 |
|
2023
Q1 | – | Sell |
-6,567
| Closed | -$256K | – | 80 |
|
2022
Q4 | $256K | Buy |
6,567
+520
| +9% | +$20.3K | 0.14% | 57 |
|
2022
Q3 | $221K | Buy |
6,047
+32
| +0.5% | +$1.17K | 0.12% | 63 |
|
2022
Q2 | $251K | Buy |
6,015
+1,263
| +27% | +$52.7K | 0.13% | 57 |
|
2022
Q1 | $219K | Buy |
+4,752
| New | +$219K | 0.09% | 73 |
|
2021
Q4 | – | Sell |
-6,438
| Closed | -$322K | – | 81 |
|
2021
Q3 | $322K | Buy |
+6,438
| New | +$322K | 0.17% | 51 |
|