Willow Creek 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 | $650K | Buy |
13,149
+1,739
| +15% | +$86K | 0.06% | 86 |
|
2025
Q1 | $516K | Buy |
11,410
+303
| +3% | +$13.7K | 0.05% | 90 |
|
2024
Q4 | $489K | Hold |
11,107
| – | – | 0.05% | 89 |
|
2024
Q3 | $531K | Buy |
11,107
+606
| +6% | +$29K | 0.06% | 85 |
|
2024
Q2 | $460K | Hold |
10,501
| – | – | 0.05% | 88 |
|
2024
Q1 | $439K | Buy |
10,501
+2,627
| +33% | +$110K | 0.05% | 91 |
|
2023
Q4 | $324K | Hold |
7,874
| – | – | 0.04% | 107 |
|
2023
Q3 | $309K | Hold |
7,874
| – | – | 0.05% | 101 |
|
2023
Q2 | $320K | Buy |
7,874
+173
| +2% | +$7.04K | 0.05% | 109 |
|
2023
Q1 | $311K | Buy |
7,701
+119
| +2% | +$4.81K | 0.05% | 102 |
|
2022
Q4 | $296K | Hold |
7,582
| – | – | 0.05% | 99 |
|
2022
Q3 | $277K | Hold |
7,582
| – | – | 0.05% | 94 |
|
2022
Q2 | $316K | Hold |
7,582
| – | – | 0.06% | 89 |
|
2022
Q1 | $350K | Hold |
7,582
| – | – | 0.07% | 81 |
|
2021
Q4 | $375K | Hold |
7,582
| – | – | 0.08% | 78 |
|
2021
Q3 | $379K | Hold |
7,582
| – | – | 0.08% | 70 |
|
2021
Q2 | $412K | Hold |
7,582
| – | – | 0.1% | 61 |
|
2021
Q1 | $395K | Hold |
7,582
| – | – | 0.15% | 53 |
|
2020
Q4 | $380K | Hold |
7,582
| – | – | 0.14% | 51 |
|
2020
Q3 | $328K | Buy |
+7,582
| New | +$328K | 0.14% | 51 |
|
2019
Q4 | – | Sell |
-7,540
| Closed | -$304K | – | 91 |
|
2019
Q3 | $304K | Sell |
7,540
-48
| -0.6% | -$1.94K | 0.14% | 55 |
|
2019
Q2 | $323K | Buy |
7,588
+1,937
| +34% | +$82.5K | 0.15% | 51 |
|
2019
Q1 | $240K | Buy |
5,651
+20
| +0.4% | +$849 | 0.12% | 65 |
|
2018
Q4 | $215K | Sell |
5,631
-1,758
| -24% | -$67.1K | 0.11% | 64 |
|
2018
Q3 | $303K | Buy |
7,389
+6
| +0.1% | +$246 | 0.17% | 50 |
|
2018
Q2 | $312K | Buy |
7,383
+44
| +0.6% | +$1.86K | 0.18% | 42 |
|
2018
Q1 | $345K | Buy |
+7,339
| New | +$345K | 0.18% | 44 |
|