DWMS
Dominguez Wealth Management Solutions’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 | $225K | Buy |
3,351
+13
| +0.4% | +$874 | 0.16% | 60 |
|
|
2025
Q1 | $202K | Buy |
+3,338
| New | +$202K | 0.15% | 60 |
|
|
2024
Q4 | – | Sell |
-3,423
| Closed | -$216K | – | 62 |
|
|
2024
Q3 | $216K | Buy |
3,423
+7
| +0.2% | +$441 | 0.16% | 59 |
|
|
2024
Q2 | $200K | Sell |
3,416
-163
| -5% | -$9.56K | 0.15% | 59 |
|
|
2024
Q1 | $210K | Buy |
3,579
+7
| +0.2% | +$411 | 0.17% | 57 |
|
|
2023
Q4 | $201K | Buy |
+3,572
| New | +$201K | 0.17% | 56 |
|