BSW
Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.56M | Sell |
128,955
-595
| -0.5% | -$34.9K | 0.08% | 109 |
|
|
2024
Q1 | $7.6M | Sell |
129,550
-9,413
| -7% | -$552K | 0.08% | 112 |
|
|
2023
Q4 | $7.8M | Sell |
138,963
-4,244
| -3% | -$238K | 0.09% | 110 |
|
|
2023
Q3 | $7.43M | Sell |
143,207
-14,341
| -9% | -$744K | 0.11% | 104 |
|
|
2023
Q2 | $8.57M | Sell |
157,548
-1,274
| -0.8% | -$69.3K | 0.12% | 94 |
|
|
2023
Q1 | $7.96M | Hold |
158,822
| – | – | 0.14% | 85 |
|
|
2022
Q4 | $7.96M | Sell |
158,822
-31,017
| -16% | -$1.56M | 0.14% | 85 |
|
|
2022
Q3 | $8.42M | Buy |
189,839
+30,875
| +19% | +$1.37M | 0.17% | 68 |
|
|
2022
Q2 | $7.94M | Buy |
158,964
+59,459
| +60% | +$2.97M | 0.16% | 76 |
|
|
2022
Q1 | $5.73M | Buy |
99,505
+23,284
| +31% | +$1.34M | 0.11% | 97 |
|
|
2021
Q4 | $4.67M | Buy |
76,221
+431
| +0.6% | +$26.4K | 0.09% | 110 |
|
|
2021
Q3 | $4.62M | Sell |
75,790
-3,273
| -4% | -$200K | 0.09% | 113 |
|
|
2021
Q2 | $5.01M | Buy |
79,063
+2,857
| +4% | +$181K | 0.12% | 101 |
|
|
2021
Q1 | $4.62M | Buy |
76,206
+12,136
| +19% | +$736K | 0.23% | 94 |
|
|
2020
Q4 | $3.74M | Sell |
64,070
-20,992
| -25% | -$1.23M | 0.2% | 100 |
|
|
2020
Q3 | $4.29M | Sell |
85,062
-62,240
| -42% | -$3.14M | 0.33% | 66 |
|
|
2020
Q2 | $7.01M | Buy |
147,302
+111,162
| +308% | +$5.29M | 0.67% | 35 |
|
|
2020
Q1 | $1.48M | Sell |
36,140
-2,603
| -7% | -$107K | 0.14% | 119 |
|
|
2019
Q4 | $2.08M | Buy |
38,743
+14,798
| +62% | +$795K | 0.2% | 92 |
|
|
2019
Q3 | $1.2M | Sell |
23,945
-12,565
| -34% | -$627K | 0.13% | 122 |
|
|
2019
Q2 | $1.86M | Sell |
36,510
-2,278
| -6% | -$116K | 0.2% | 94 |
|
|
2019
Q1 | $1.95M | Sell |
38,788
-2,156
| -5% | -$108K | 0.25% | 85 |
|
|
2018
Q4 | $1.87M | Buy |
40,944
+6,210
| +18% | +$283K | 0.28% | 74 |
|
|
2018
Q3 | $1.81M | Buy |
34,734
+109
| +0.3% | +$5.67K | 0.28% | 78 |
|
|
2018
Q2 | $1.8M | Buy |
34,625
+7,871
| +29% | +$408K | 0.29% | 79 |
|
|
2018
Q1 | $1.46M | Buy |
26,754
+10,781
| +67% | +$586K | 0.28% | 80 |
|
|
2017
Q4 | $874K | Sell |
15,973
-1,274
| -7% | -$69.7K | 0.18% | 117 |
|
|
2017
Q3 | $909K | Sell |
17,247
-24,205
| -58% | -$1.28M | 0.22% | 104 |
|
|
2017
Q2 | $2.07M | Sell |
41,452
-2,235
| -5% | -$112K | 0.49% | 44 |
|
|
2017
Q1 | $2.09M | Buy |
43,687
+1,032
| +2% | +$49.4K | 0.61% | 31 |
|
|
2016
Q4 | $1.88M | Sell |
42,655
-710
| -2% | -$31.4K | 0.61% | 35 |
|
|
2016
Q3 | $1.97M | Sell |
43,365
-452
| -1% | -$20.5K | 0.67% | 30 |
|
|
2016
Q2 | $1.88M | Buy |
43,817
+14,489
| +49% | +$621K | 0.64% | 32 |
|
|
2016
Q1 | $1.27M | Sell |
29,328
-1,409
| -5% | -$60.8K | 0.42% | 47 |
|
|
2015
Q4 | $1.33M | Sell |
30,737
-2,037
| -6% | -$88.4K | 0.45% | 40 |
|
|
2015
Q3 | $1.4M | Buy |
32,774
+243
| +0.7% | +$10.4K | 0.49% | 39 |
|
|
2015
Q2 | $1.58M | Sell |
32,531
-1,645
| -5% | -$79.8K | 0.52% | 39 |
|
|
2015
Q1 | $1.67M | Buy |
34,176
+5,036
| +17% | +$245K | 0.63% | 30 |
|
|
2014
Q4 | $1.37M | Buy |
29,140
+1,533
| +6% | +$71.8K | 0.53% | 39 |
|
|
2014
Q3 | $1.36M | Buy |
27,607
+1,278
| +5% | +$62.9K | 0.56% | 37 |
|
|
2014
Q2 | $1.38M | Sell |
26,329
-1,909
| -7% | -$99.8K | 0.6% | 35 |
|
|
2014
Q1 | $1.42M | Buy |
28,238
+2,227
| +9% | +$112K | 0.66% | 32 |
|
|
2013
Q4 | $1.32M | Buy |
26,011
+8,955
| +53% | +$454K | 0.62% | 33 |
|
|
2013
Q3 | $829K | Buy |
17,056
+73
| +0.4% | +$3.55K | 0.44% | 45 |
|
|
2013
Q2 | $751K | Buy |
+16,983
| New | +$751K | 0.42% | 43 |
|