DWA
Dougherty Wealth Advisers’s Vanguard Total International Stock ETF VXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.6K | Hold |
674
| – | – | 0.03% | 84 |
|
2025
Q1 | $41.9K | Hold |
674
| – | – | 0.03% | 85 |
|
2024
Q4 | $39.7K | Hold |
674
| – | – | 0.03% | 88 |
|
2024
Q3 | $43.6K | Hold |
674
| – | – | 0.03% | 82 |
|
2024
Q2 | $40.6K | Sell |
674
-16
| -2% | -$965 | 0.04% | 82 |
|
2024
Q1 | $41.6K | Hold |
690
| – | – | 0.04% | 87 |
|
2023
Q4 | $40K | Sell |
690
-16
| -2% | -$927 | 0.04% | 94 |
|
2023
Q3 | $37.8K | Hold |
706
| – | – | 0.04% | 87 |
|
2023
Q2 | $39.6K | Hold |
706
| – | – | 0.05% | 89 |
|
2023
Q1 | $39K | Hold |
706
| – | – | 0.06% | 90 |
|
2022
Q4 | $36.5K | Hold |
706
| – | – | 0.06% | 95 |
|
2022
Q3 | $32K | Sell |
706
-2,745
| -80% | -$124K | 0.06% | 95 |
|
2022
Q2 | $178K | Hold |
3,451
| – | – | 0.33% | 35 |
|
2022
Q1 | $206K | Hold |
3,451
| – | – | 0.31% | 35 |
|
2021
Q4 | $219K | Hold |
3,451
| – | – | 0.31% | 37 |
|
2021
Q3 | $218K | Hold |
3,451
| – | – | 0.32% | 34 |
|
2021
Q2 | $227K | Sell |
3,451
-2,745
| -44% | -$181K | 0.34% | 34 |
|
2021
Q1 | $388K | Sell |
6,196
-652
| -10% | -$40.8K | 0.59% | 22 |
|
2020
Q4 | $412K | Sell |
6,848
-95
| -1% | -$5.72K | 0.65% | 21 |
|
2020
Q3 | $362K | Hold |
6,943
| – | – | 1.25% | 22 |
|
2020
Q2 | $341K | Sell |
6,943
-10,632
| -60% | -$522K | 1.25% | 22 |
|
2020
Q1 | $737K | Sell |
17,575
-2,411
| -12% | -$101K | 2.93% | 9 |
|
2019
Q4 | $1.11M | Sell |
19,986
-2,428
| -11% | -$135K | 3.4% | 8 |
|
2019
Q3 | $1.16M | Sell |
22,414
-3,986
| -15% | -$206K | 3.81% | 7 |
|
2019
Q2 | $1.39M | Sell |
26,400
-1,288
| -5% | -$68K | 3.94% | 5 |
|
2019
Q1 | $1.44M | Hold |
27,688
| – | – | 4.87% | 4 |
|
2018
Q4 | $1.39M | Buy |
+27,688
| New | +$1.39M | 4.59% | 4 |
|