FWM
Fairhaven Wealth Management’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
Q4 | $2.31M | Hold |
40,156
| – | – | 0.72% | 31 |
|
|
2024
Q3 | $2.53M | Buy |
40,156
+295
| +0.7% | +$18.6K | 0.77% | 29 |
|
|
2024
Q2 | $2.34M | Sell |
39,861
-23
| -0.1% | -$1.35K | 0.77% | 29 |
|
|
2024
Q1 | $2.34M | Sell |
39,884
-11,019
| -22% | -$646K | 0.8% | 29 |
|
|
2023
Q4 | $2.86M | Sell |
50,903
-101
| -0.2% | -$5.67K | 1.05% | 23 |
|
|
2023
Q3 | $2.65M | Buy |
51,004
+6,498
| +15% | +$337K | 1.05% | 23 |
|
|
2023
Q2 | $2.42M | Buy |
+44,506
| New | +$2.42M | 0.93% | 24 |
|
|
2022
Q4 | $2.2M | Buy |
43,830
+353
| +0.8% | +$17.7K | 0.93% | 29 |
|
|
2022
Q3 | $1.93M | Buy |
43,477
+71
| +0.2% | +$3.15K | 0.86% | 28 |
|
|
2022
Q2 | $2.17M | Buy |
43,406
+240
| +0.6% | +$12K | 1.02% | 25 |
|
|
2022
Q1 | $2.49M | Buy |
43,166
+7,316
| +20% | +$421K | 1.01% | 25 |
|
|
2021
Q4 | $2.2M | Hold |
35,850
| – | – | 0.86% | 32 |
|
|
2021
Q3 | $2.19M | Sell |
35,850
-197
| -0.5% | -$12K | 0.9% | 33 |
|
|
2021
Q2 | $2.29M | Buy |
36,047
+31
| +0.1% | +$1.97K | 0.91% | 32 |
|
|
2021
Q1 | $2.19M | Buy |
36,016
+3,732
| +12% | +$226K | 0.92% | 31 |
|
|
2020
Q4 | $1.88M | Sell |
32,284
-1
| -0% | -$58 | 0.83% | 30 |
|
|
2020
Q3 | $1.63M | Buy |
32,285
+104
| +0.3% | +$5.25K | 0.96% | 25 |
|
|
2020
Q2 | $1.53M | Hold |
32,181
| – | – | 1.01% | 21 |
|
|
2020
Q1 | $1.32M | Buy |
+32,181
| New | +$1.32M | 1.2% | 16 |
|