DWP
Destiny Wealth Partners’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 | $1.03M | Hold |
15,299
| – | – | 0.14% | 85 |
|
2025
Q1 | $928K | Sell |
15,299
-236
| -2% | -$14.3K | 0.15% | 86 |
|
2024
Q4 | $892K | Hold |
15,535
| – | – | 0.15% | 86 |
|
2024
Q3 | $979K | Hold |
15,535
| – | – | 0.17% | 82 |
|
2024
Q2 | $911K | Hold |
15,535
| – | – | 0.16% | 81 |
|
2024
Q1 | $911K | Sell |
15,535
-200
| -1% | -$11.7K | 0.16% | 77 |
|
2023
Q4 | $869K | Hold |
15,735
| – | – | 0.16% | 76 |
|
2023
Q3 | $816K | Hold |
15,735
| – | – | 0.16% | 79 |
|
2023
Q2 | $874K | Hold |
15,735
| – | – | 0.17% | 78 |
|
2023
Q1 | $841K | Hold |
15,735
| – | – | 0.17% | 75 |
|
2022
Q4 | $789K | Hold |
15,735
| – | – | 0.17% | 81 |
|
2022
Q3 | $698K | Hold |
15,735
| – | – | 0.16% | 82 |
|
2022
Q2 | $786K | Hold |
15,735
| – | – | 0.17% | 75 |
|
2022
Q1 | $906K | Hold |
15,735
| – | – | 0.18% | 75 |
|
2021
Q4 | $964K | Hold |
15,735
| – | – | 0.19% | 80 |
|
2021
Q3 | $959K | Sell |
15,735
-500
| -3% | -$30.5K | 0.19% | 78 |
|
2021
Q2 | $1.03M | Buy |
16,235
+16,035
| +8,018% | +$1.02M | 0.2% | 85 |
|
2021
Q1 | $12K | Sell |
200
-5,098
| -96% | -$306K | ﹤0.01% | 398 |
|
2020
Q4 | $309K | Buy |
+5,298
| New | +$309K | 0.06% | 152 |
|