9WM
9258 Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.97M | Sell |
47,173
-1,161
| -2% | -$73.1K | 0.44% | 45 |
|
|
2024
Q2 | $2.83M | Sell |
48,334
-1,256
| -3% | -$73.7K | 0.44% | 45 |
|
|
2024
Q1 | $2.91M | Buy |
49,590
+44
| +0.1% | +$2.58K | 0.45% | 47 |
|
|
2023
Q4 | $2.78M | Buy |
49,546
+2
| +0% | +$112 | 0.49% | 42 |
|
|
2023
Q3 | $2.57M | Hold |
49,544
| – | – | 0.5% | 45 |
|
|
2023
Q2 | $2.7M | Sell |
49,544
-4,407
| -8% | -$240K | 0.51% | 43 |
|
|
2023
Q1 | $2.88M | Sell |
53,951
-2,722
| -5% | -$146K | 0.58% | 35 |
|
|
2022
Q4 | $2.84M | Sell |
56,673
-2,147
| -4% | -$108K | 0.61% | 33 |
|
|
2022
Q3 | $2.61M | Sell |
58,820
-3,190
| -5% | -$141K | 0.67% | 33 |
|
|
2022
Q2 | $3.1M | Sell |
62,010
-5,273
| -8% | -$263K | 0.79% | 24 |
|
|
2022
Q1 | $3.88M | Sell |
67,283
-1,333
| -2% | -$76.8K | 0.9% | 18 |
|
|
2021
Q4 | $4.21M | Buy |
68,616
+7,084
| +12% | +$434K | 0.96% | 17 |
|
|
2021
Q3 | $3.75M | Buy |
61,532
+8,832
| +17% | +$538K | 1% | 16 |
|
|
2021
Q2 | $3.34M | Buy |
52,700
+18,206
| +53% | +$1.15M | 0.9% | 18 |
|
|
2021
Q1 | $2.09M | Buy |
34,494
+7,751
| +29% | +$470K | 0.63% | 27 |
|
|
2020
Q4 | $1.56M | Buy |
26,743
+336
| +1% | +$19.6K | 0.51% | 37 |
|
|
2020
Q3 | $1.31M | Buy |
26,407
+362
| +1% | +$17.9K | 0.49% | 39 |
|
|
2020
Q2 | $1.24M | Sell |
26,045
-3,533
| -12% | -$168K | 0.5% | 39 |
|
|
2020
Q1 | $1.28M | Buy |
29,578
+1,737
| +6% | +$75.1K | 0.56% | 36 |
|
|
2019
Q4 | $1.5M | Buy |
27,841
+203
| +0.7% | +$10.9K | 0.55% | 35 |
|
|
2019
Q3 | $1.38M | Sell |
27,638
-1,200
| -4% | -$59.9K | 1.08% | 22 |
|
|
2019
Q2 | $1.47M | Buy |
28,838
+1,600
| +6% | +$81.6K | 1.18% | 19 |
|
|
2019
Q1 | $1.37M | Buy |
27,238
+3,279
| +14% | +$164K | 1.16% | 16 |
|
|
2018
Q4 | $1.09M | Buy |
+23,959
| New | +$1.09M | 1.05% | 23 |
|