CWS
Confluence Wealth Services’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
Q3 | – | Sell |
-3,782
| Closed | -$222K | – | 371 |
|
|
2024
Q2 | $222K | Buy |
3,782
+109
| +3% | +$6.39K | 0.02% | 344 |
|
|
2024
Q1 | $215K | Buy |
+3,673
| New | +$215K | 0.02% | 315 |
|
|
2022
Q1 | – | Sell |
-1,190
| Closed | -$72K | – | 1122 |
|
|
2021
Q4 | $72K | Buy |
+1,190
| New | +$72K | 0.02% | 384 |
|