BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-60
| Closed | -$4K | – | 355 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 323 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 350 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 312 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 312 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2018
Q4 | $3K | Sell |
60
-600
| -91% | -$30K | ﹤0.01% | 320 |
|
|
2018
Q3 | $34K | Hold |
660
| – | – | 0.02% | 207 |
|
|
2018
Q2 | $34K | Hold |
660
| – | – | 0.02% | 205 |
|
|
2018
Q1 | $36K | Hold |
660
| – | – | 0.02% | 208 |
|
|
2017
Q4 | $36K | Sell |
660
-350
| -35% | -$19.1K | 0.02% | 205 |
|
|
2017
Q3 | $53K | Buy |
+1,010
| New | +$53K | 0.03% | 174 |
|