AWS
AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $357K | Hold |
6,563
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $351K | Buy |
6,563
+833
| +15% | +$44.5K | 0.02% | 215 |
|
|
2022
Q4 | $287K | Hold |
5,730
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $254K | Hold |
5,730
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $286K | Hold |
5,730
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $330K | Sell |
5,730
-3,479
| -38% | -$200K | 0.02% | 245 |
|
|
2021
Q4 | $564K | Buy |
9,209
+48
| +0.5% | +$2.94K | 0.03% | 186 |
|
|
2021
Q3 | $558K | Sell |
9,161
-1,569
| -15% | -$95.6K | 0.03% | 179 |
|
|
2021
Q2 | $680K | Buy |
10,730
+5,000
| +87% | +$317K | 0.04% | 156 |
|
|
2021
Q1 | $348K | Hold |
5,730
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $334K | Hold |
5,730
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $289K | Buy |
+5,730
| New | +$289K | 0.03% | 168 |
|