AWAG
ARS Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,087
| Closed | -$1.29M | – | 155 |
|
|
2022
Q3 | $1.29M | Sell |
29,087
-426,850
| -94% | -$18.9M | 0.2% | 67 |
|
|
2022
Q2 | $22.8M | Sell |
455,937
-17,930
| -4% | -$896K | 3.13% | 5 |
|
|
2022
Q1 | $27.3M | Sell |
473,867
-5,099
| -1% | -$294K | 4.76% | 5 |
|
|
2021
Q4 | $29.4M | Buy |
478,966
+12,332
| +3% | +$756K | 4.93% | 5 |
|
|
2021
Q3 | $28.4M | Buy |
+466,634
| New | +$28.4M | 5.16% | 4 |
|