BHWM
Beaird Harris 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
Q1 | $8.55M | Sell |
140,937
-5,380
| -4% | -$326K | 0.73% | 24 |
|
|
2024
Q4 | $8.4M | Buy |
146,317
+3,855
| +3% | +$221K | 0.73% | 25 |
|
|
2024
Q3 | $8.98M | Sell |
142,462
-2,158
| -1% | -$136K | 0.78% | 23 |
|
|
2024
Q2 | $8.48M | Sell |
144,620
-3,857
| -3% | -$226K | 0.8% | 24 |
|
|
2024
Q1 | $8.71M | Sell |
148,477
-758
| -0.5% | -$44.5K | 0.85% | 22 |
|
|
2023
Q4 | $8.38M | Sell |
149,235
-3,491
| -2% | -$196K | 0.88% | 22 |
|
|
2023
Q3 | $7.92M | Sell |
152,726
-1,152
| -0.7% | -$59.8K | 0.95% | 21 |
|
|
2023
Q2 | $8.37M | Sell |
153,878
-6,649
| -4% | -$362K | 1% | 20 |
|
|
2023
Q1 | $8.58M | Sell |
160,527
-4,094
| -2% | -$219K | 1.54% | 16 |
|
|
2022
Q4 | $8.25M | Buy |
164,621
+65,234
| +66% | +$3.27M | 1.54% | 17 |
|
|
2022
Q3 | $4.41M | Buy |
99,387
+85,559
| +619% | +$3.8M | 0.97% | 19 |
|
|
2022
Q2 | $691K | Buy |
13,828
+8,411
| +155% | +$420K | 0.19% | 40 |
|
|
2022
Q1 | $312K | Buy |
5,417
+2,420
| +81% | +$139K | 0.11% | 67 |
|
|
2021
Q4 | $184K | Buy |
+2,997
| New | +$184K | 0.07% | 119 |
|