BWM
BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
4,187
| – | – | 0.06% | 205 |
|
|
2025
Q1 | $254K | Hold |
4,187
| – | – | 0.07% | 215 |
|
|
2024
Q4 | $240K | Buy |
+4,187
| New | +$240K | 0.06% | 225 |
|
|
2024
Q2 | – | Sell |
-4,269
| Closed | -$250K | – | 225 |
|
|
2024
Q1 | $250K | Hold |
4,269
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $240K | Hold |
4,269
| – | – | 0.09% | 189 |
|
|
2023
Q3 | $221K | Buy |
+4,269
| New | +$221K | 0.09% | 184 |
|
|
2023
Q2 | – | Sell |
-4,269
| Closed | -$228K | – | 168 |
|
|
2023
Q1 | $228K | Sell |
4,269
-2,677
| -39% | -$143K | 0.1% | 142 |
|
|
2022
Q4 | $348K | Buy |
+6,946
| New | +$348K | 0.15% | 135 |
|
|
2022
Q3 | – | Sell |
-4,099
| Closed | -$205K | – | 193 |
|
|
2022
Q2 | $205K | Hold |
4,099
| – | – | 0.09% | 171 |
|
|
2022
Q1 | $236K | Hold |
4,099
| – | – | 0.1% | 167 |
|
|
2021
Q4 | $251K | Hold |
4,099
| – | – | 0.09% | 175 |
|
|
2021
Q3 | $250K | Buy |
+4,099
| New | +$250K | 0.11% | 150 |
|
|
2021
Q2 | – | Sell |
-4,099
| Closed | -$249K | – | 165 |
|
|
2021
Q1 | $249K | Hold |
4,099
| – | – | 0.12% | 136 |
|
|
2020
Q4 | $239K | Hold |
4,099
| – | – | 0.12% | 124 |
|
|
2020
Q3 | $207K | Sell |
4,099
-140
| -3% | -$7.07K | 0.12% | 120 |
|
|
2020
Q2 | $202K | Buy |
+4,239
| New | +$202K | 0.12% | 115 |
|
|
2020
Q1 | – | Sell |
-4,473
| Closed | -$240K | – | 125 |
|
|
2019
Q4 | $240K | Buy |
+4,473
| New | +$240K | 0.16% | 96 |
|