HWA
Hillcrest 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 | $13.4M | Sell |
199,429
-875
| -0.4% | -$58.8K | 6.3% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
200,304
-500
| -0.2% | -$30.3K | 6.02% | 4 |
|
|
2024
Q4 | $11.5M | Sell |
200,804
-2,000
| -1% | -$115K | 5.48% | 6 |
|
|
2024
Q3 | $12.8M | Buy |
202,804
+790
| +0.4% | +$49.8K | 6.38% | 3 |
|
|
2024
Q2 | $11.8M | Sell |
202,014
-1,975
| -1% | -$116K | 6.38% | 3 |
|
|
2024
Q1 | $12M | Sell |
203,989
-15,400
| -7% | -$903K | 6.48% | 3 |
|
|
2023
Q4 | $12.3M | Sell |
219,389
-2,720
| -1% | -$153K | 6.79% | 3 |
|
|
2023
Q3 | $11.5M | Buy |
222,109
+2,300
| +1% | +$119K | 6.56% | 3 |
|
|
2023
Q2 | $12M | Sell |
219,809
-4,500
| -2% | -$245K | 7.06% | 3 |
|
|
2023
Q1 | $12M | Sell |
224,309
-1,750
| -0.8% | -$93.6K | 7.11% | 3 |
|
|
2022
Q4 | $11.3M | Sell |
226,059
-4,925
| -2% | -$247K | 6.77% | 3 |
|
|
2022
Q3 | $10.2M | Sell |
230,984
-400
| -0.2% | -$17.7K | 6.5% | 4 |
|
|
2022
Q2 | $11.6M | Buy |
231,384
+1,700
| +0.7% | +$84.9K | 7.01% | 3 |
|
|
2022
Q1 | $13.2M | Sell |
229,684
-3,251
| -1% | -$187K | 7.33% | 4 |
|
|
2021
Q4 | $14.3M | Buy |
232,935
+6,425
| +3% | +$394K | 7.68% | 3 |
|
|
2021
Q3 | $13.8M | Buy |
226,510
+4,520
| +2% | +$276K | 8.19% | 3 |
|
|
2021
Q2 | $14.1M | Sell |
221,990
-758
| -0.3% | -$48.1K | 8.52% | 3 |
|
|
2021
Q1 | $13.5M | Buy |
222,748
+7,375
| +3% | +$448K | 8.24% | 3 |
|
|
2020
Q4 | $12.6M | Buy |
215,373
+475
| +0.2% | +$27.7K | 8.41% | 3 |
|
|
2020
Q3 | $10.8M | Buy |
214,898
+858
| +0.4% | +$43.3K | 7.71% | 3 |
|
|
2020
Q2 | $10.2M | Sell |
214,040
-2,850
| -1% | -$136K | 8.82% | 3 |
|
|
2020
Q1 | $8.9M | Sell |
216,890
-4,390
| -2% | -$180K | 8.87% | 3 |
|
|
2019
Q4 | $11.9M | Sell |
221,280
-8,275
| -4% | -$445K | 9.9% | 3 |
|
|
2019
Q3 | $11.5M | Sell |
229,555
-3,286
| -1% | -$164K | 9.85% | 3 |
|
|
2019
Q2 | $11.9M | Buy |
232,841
+5,300
| +2% | +$270K | 10.01% | 2 |
|
|
2019
Q1 | $11.4M | Buy |
227,541
+2,500
| +1% | +$125K | 10.01% | 2 |
|
|
2018
Q4 | $10.3M | Buy |
+225,041
| New | +$10.3M | 9.53% | 2 |
|