HWM
Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,010
| Closed | -$200K | – | 196 |
|
|
2022
Q2 | $200K | Sell |
4,010
-527
| -12% | -$26.3K | 0.06% | 177 |
|
|
2022
Q1 | $261K | Sell |
4,537
-104
| -2% | -$5.98K | 0.05% | 175 |
|
|
2021
Q4 | $284K | Sell |
4,641
-169
| -4% | -$10.3K | 0.06% | 170 |
|
|
2021
Q3 | $293K | Buy |
4,810
+323
| +7% | +$19.7K | 0.06% | 152 |
|
|
2021
Q2 | $284K | Buy |
4,487
+215
| +5% | +$13.6K | 0.06% | 162 |
|
|
2021
Q1 | $259K | Buy |
4,272
+455
| +12% | +$27.6K | 0.06% | 157 |
|
|
2020
Q4 | $223K | Buy |
+3,817
| New | +$223K | 0.06% | 165 |
|