BWM
Benchmark 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 | $9.1M | Sell |
135,384
-248
| -0.2% | -$16.7K | 4.04% | 6 |
|
|
2025
Q1 | $8.23M | Buy |
135,632
+5,260
| +4% | +$319K | 3.98% | 6 |
|
|
2024
Q4 | $7.48M | Buy |
130,372
+6,142
| +5% | +$353K | 3.68% | 7 |
|
|
2024
Q3 | $7.83M | Buy |
124,230
+9,873
| +9% | +$622K | 3.87% | 7 |
|
|
2024
Q2 | $6.71M | Buy |
114,357
+5,348
| +5% | +$314K | 3.57% | 6 |
|
|
2024
Q1 | $6.39M | Buy |
109,009
+10,066
| +10% | +$590K | 3.48% | 7 |
|
|
2023
Q4 | $5.55M | Sell |
98,943
-4,881
| -5% | -$274K | 3.28% | 8 |
|
|
2023
Q3 | $5.39M | Buy |
103,824
+9,346
| +10% | +$485K | 3.44% | 7 |
|
|
2023
Q2 | $5.14M | Buy |
94,478
+20,504
| +28% | +$1.12M | 3.1% | 8 |
|
|
2023
Q1 | $4.03M | Buy |
73,974
+55,952
| +310% | +$3.05M | 2.57% | 12 |
|
|
2022
Q4 | $904K | Buy |
18,022
+609
| +3% | +$30.5K | 0.65% | 20 |
|
|
2022
Q3 | $772K | Buy |
17,413
+6,827
| +64% | +$303K | 0.61% | 20 |
|
|
2022
Q2 | $529K | Buy |
10,586
+1,175
| +12% | +$58.7K | 0.39% | 26 |
|
|
2022
Q1 | $542K | Buy |
9,411
+128
| +1% | +$7.37K | 0.36% | 25 |
|
|
2021
Q4 | $569K | Buy |
9,283
+53
| +0.6% | +$3.25K | 0.37% | 25 |
|
|
2021
Q3 | $563K | Buy |
9,230
+3,853
| +72% | +$235K | 0.4% | 21 |
|
|
2021
Q2 | $341K | Buy |
5,377
+747
| +16% | +$47.4K | 0.23% | 31 |
|
|
2021
Q1 | $281K | Sell |
4,630
-112
| -2% | -$6.8K | 0.21% | 32 |
|
|
2020
Q4 | $277K | Hold |
4,742
| – | – | 0.21% | 34 |
|
|
2020
Q3 | $239K | Sell |
4,742
-332
| -7% | -$16.7K | 0.19% | 39 |
|
|
2020
Q2 | $242K | Sell |
5,074
-1,658
| -25% | -$79.1K | 0.21% | 34 |
|
|
2020
Q1 | $276K | Hold |
6,732
| – | – | 0.28% | 26 |
|
|
2019
Q4 | $362K | Buy |
+6,732
| New | +$362K | 0.31% | 27 |
|