BWA
BlueSky 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 | $282K | Hold |
4,190
| – | – | 0.04% | 64 |
|
2025
Q1 | $254K | Hold |
4,190
| – | – | 0.04% | 66 |
|
2024
Q4 | $241K | Hold |
4,190
| – | – | 0.04% | 68 |
|
2024
Q3 | $264K | Hold |
4,190
| – | – | 0.04% | 66 |
|
2024
Q2 | $246K | Buy |
+4,190
| New | +$246K | 0.04% | 69 |
|
2024
Q1 | – | Sell |
-4,190
| Closed | -$235K | – | 60 |
|
2023
Q4 | $235K | Hold |
4,190
| – | – | 0.04% | 63 |
|
2023
Q3 | $217K | Hold |
4,190
| – | – | 0.04% | 66 |
|
2023
Q2 | $228K | Hold |
4,190
| – | – | 0.05% | 74 |
|
2023
Q1 | $224K | Hold |
4,190
| – | – | 0.05% | 66 |
|
2022
Q4 | $210K | Buy |
+4,190
| New | +$210K | 0.05% | 65 |
|
2022
Q3 | – | Sell |
-4,927
| Closed | -$246K | – | 68 |
|
2022
Q2 | $246K | Hold |
4,927
| – | – | 0.05% | 59 |
|
2022
Q1 | $284K | Hold |
4,927
| – | – | 0.06% | 61 |
|
2021
Q4 | $302K | Hold |
4,927
| – | – | 0.06% | 60 |
|
2021
Q3 | $300K | Hold |
4,927
| – | – | 0.06% | 56 |
|
2021
Q2 | $312K | Hold |
4,927
| – | – | 0.06% | 55 |
|
2021
Q1 | $304K | Hold |
4,927
| – | – | 0.07% | 50 |
|
2020
Q4 | $288K | Hold |
4,927
| – | – | 0.07% | 42 |
|
2020
Q3 | $256K | Hold |
4,927
| – | – | 0.07% | 44 |
|
2020
Q2 | $235K | Hold |
4,927
| – | – | 0.07% | 46 |
|
2020
Q1 | $202K | Hold |
4,927
| – | – | 0.07% | 51 |
|
2019
Q4 | $267K | Hold |
4,927
| – | – | 0.09% | 55 |
|
2019
Q3 | $242K | Hold |
4,927
| – | – | 0.08% | 59 |
|
2019
Q2 | $251K | Sell |
4,927
-267
| -5% | -$13.6K | 0.09% | 57 |
|
2019
Q1 | $266K | Buy |
5,194
+267
| +5% | +$13.7K | 0.1% | 53 |
|
2018
Q4 | $235K | Sell |
4,927
-975
| -17% | -$46.5K | 0.09% | 56 |
|
2018
Q3 | $296K | Hold |
5,902
| – | – | 0.11% | 47 |
|
2018
Q2 | $306K | Hold |
5,902
| – | – | 0.12% | 49 |
|
2018
Q1 | $321K | Hold |
5,902
| – | – | 0.12% | 48 |
|
2017
Q4 | $323K | Hold |
5,902
| – | – | 0.13% | 47 |
|
2017
Q3 | $311K | Hold |
5,902
| – | – | 0.13% | 48 |
|
2017
Q2 | $295K | Sell |
5,902
-93
| -2% | -$4.65K | 0.14% | 49 |
|
2017
Q1 | $287K | Sell |
5,995
-1,194
| -17% | -$57.2K | 0.14% | 50 |
|
2016
Q4 | $318K | Buy |
+7,189
| New | +$318K | 0.16% | 49 |
|