BHWA
Beacon Harbor Wealth Advisors’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 | $291K | Hold |
4,328
| – | – | 0.07% | 63 |
|
|
2025
Q1 | $263K | Hold |
4,328
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $248K | Hold |
4,328
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $273K | Hold |
4,328
| – | – | 0.07% | 62 |
|
|
2024
Q2 | $254K | Hold |
4,328
| – | – | 0.07% | 62 |
|
|
2024
Q1 | $254K | Hold |
4,328
| – | – | 0.07% | 63 |
|
|
2023
Q4 | $243K | Hold |
4,328
| – | – | 0.07% | 68 |
|
|
2023
Q3 | $224K | Hold |
4,328
| – | – | 0.07% | 67 |
|
|
2023
Q2 | $235K | Hold |
4,328
| – | – | 0.08% | 60 |
|
|
2023
Q1 | $231K | Buy |
+4,328
| New | +$231K | 0.08% | 62 |
|