FFWA
FRG Family Wealth Advisors’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 | $1.36M | Buy |
20,250
+945
| +5% | +$63.5K | 0.24% | 68 |
|
|
2025
Q1 | $1.17M | Sell |
19,305
-740
| -4% | -$44.9K | 0.23% | 72 |
|
|
2024
Q4 | $1.15M | Buy |
20,045
+325
| +2% | +$18.7K | 0.21% | 72 |
|
|
2024
Q3 | $1.24M | Buy |
19,720
+246
| +1% | +$15.5K | 0.22% | 70 |
|
|
2024
Q2 | $1.1M | Buy |
19,474
+7,130
| +58% | +$404K | 0.21% | 74 |
|
|
2024
Q1 | $706K | Buy |
12,344
+3,450
| +39% | +$197K | 0.14% | 93 |
|
|
2023
Q4 | $499K | Hold |
8,894
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $461K | Hold |
8,894
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $484K | Hold |
8,894
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $476K | Hold |
8,894
| – | – | 0.11% | 102 |
|
|
2022
Q4 | $446K | Hold |
8,894
| – | – | 0.11% | 106 |
|
|
2022
Q3 | $395K | Buy |
8,894
+1,189
| +15% | +$52.8K | 0.1% | 107 |
|
|
2022
Q2 | $385K | Hold |
7,705
| – | – | 0.09% | 108 |
|
|
2022
Q1 | $444K | Hold |
7,705
| – | – | 0.09% | 112 |
|
|
2021
Q4 | $472K | Buy |
7,705
+1,250
| +19% | +$76.6K | 0.09% | 108 |
|
|
2021
Q3 | $393K | Buy |
6,455
+355
| +6% | +$21.6K | 0.08% | 110 |
|
|
2021
Q2 | $387K | Hold |
6,100
| – | – | 0.07% | 113 |
|
|
2021
Q1 | $370K | Buy |
6,100
+2,200
| +56% | +$133K | 0.08% | 111 |
|
|
2020
Q4 | $228K | Buy |
+3,900
| New | +$228K | 0.05% | 124 |
|
|
2019
Q4 | – | Sell |
-6,600
| Closed | -$329K | – | 127 |
|
|
2019
Q3 | $329K | Hold |
6,600
| – | – | 0.08% | 99 |
|
|
2019
Q2 | $337K | Hold |
6,600
| – | – | 0.09% | 105 |
|
|
2019
Q1 | $331K | Sell |
6,600
-3,600
| -35% | -$181K | 0.09% | 105 |
|
|
2018
Q4 | $465K | Sell |
10,200
-511
| -5% | -$23.3K | 0.15% | 95 |
|
|
2018
Q3 | $558K | Hold |
10,711
| – | – | 0.15% | 99 |
|
|
2018
Q2 | $555K | Hold |
10,711
| – | – | 0.17% | 98 |
|
|
2018
Q1 | $582K | Hold |
10,711
| – | – | 0.19% | 98 |
|
|
2017
Q4 | $586K | Buy |
+10,711
| New | +$586K | 0.19% | 99 |
|