FWA
FSM 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 | $290K | Buy |
4,344
+7
| +0.2% | +$467 | 0.05% | 225 |
|
|
2025
Q1 | $263K | Buy |
4,337
+3
| +0.1% | +$182 | 0.06% | 170 |
|
|
2024
Q4 | $250K | Buy |
4,334
+15
| +0.3% | +$865 | 0.06% | 157 |
|
|
2024
Q3 | $272K | Buy |
4,319
+3
| +0.1% | +$189 | 0.07% | 141 |
|
|
2024
Q2 | $253K | Buy |
4,316
+8
| +0.2% | +$469 | 0.08% | 128 |
|
|
2024
Q1 | $253K | Sell |
4,308
-127
| -3% | -$7.45K | 0.09% | 136 |
|
|
2023
Q4 | $249K | Buy |
4,435
+144
| +3% | +$8.08K | 0.11% | 132 |
|
|
2023
Q3 | $223K | Buy |
4,291
+5
| +0.1% | +$259 | 0.11% | 133 |
|
|
2023
Q2 | $232K | Buy |
4,286
+462
| +12% | +$25K | 0.12% | 143 |
|
|
2023
Q1 | $204K | Buy |
+3,824
| New | +$204K | 0.12% | 152 |
|