Whitegate Investment Counselors’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
2025
Q3
$217K Buy
2024
Q4
Sell
2024
Q3
$228K Buy
2024
Q2
$208K Buy
2024
Q1
Sell
2023
Q4
$216K Hold
2023
Q3
$206K Buy
2023
Q2
$213K Buy
2022
Q2
Sell
2022
Q1
$218K Hold
2021
Q4
$234K Sell
2021
Q3
$916K Sell
2021
Q2
$1.33M Hold
2021
Q1
$1.28M Buy
2020
Q4
$889K Buy
2020
Q3
$458K Buy
2020
Q2
$388K Buy
2014
Q1
$2.42M Buy