Ownership history in EVOKE WEALTH, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD FTSE EMERGING MARKETS ETF (VWO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,701,757 | +258,561 | +17.9% | 1.71% | $91.5M | $53.76 |
| 2025 Q3 | ADDED | 1,443,196 | +110,625 | +8.3% | 1.58% | $78.2M | $53.14 |
| 2025 Q2 | ADDED | 1,332,571 | +68,183 | +5.4% | 1.51% | $65.9M | $48.26 |
| 2025 Q1 | ADDED | 1,264,388 | +152,730 | +13.7% | 1.49% | $57.2M | $44.03 |
| 2024 Q4 | ADDED | 1,111,658 | +173,169 | +18.5% | 1.36% | $49.0M | $42.80 |
| 2024 Q3 | ADDED | 938,489 | +933,604 | +19111.6% | 1.22% | $44.9M | $45.41 |
| 2024 Q2 | REDUCED | 4,885 | -919,538 | -99.5% | 0.25% | $214K | $41.40 |
| 2024 Q1 | REDUCED | 924,423 | -277,863 | -23.1% | 1.14% | $38.6M | $39.37 |
| 2023 Q4 | ADDED | 1,202,286 | +235,249 | +24.3% | 1.06% | $49.4M | $38.70 |
| 2023 Q3 | REDUCED | 967,037 | -60,976 | -5.9% | 1.33% | $37.9M | $36.14 |
As of 2025 Q4 — sorted by position size