IWAG
Integer Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $788K | Sell |
12,717
-4,084
| -24% | -$253K | 0.43% | 37 |
|
|
2020
Q4 | $1.01M | Buy |
16,801
+2,323
| +16% | +$139K | 0.66% | 34 |
|
|
2020
Q3 | $730K | Buy |
14,478
+1,173
| +9% | +$59.1K | 0.67% | 32 |
|
|
2020
Q2 | $655K | Buy |
13,305
+219
| +2% | +$10.8K | 0.67% | 31 |
|
|
2020
Q1 | $576K | Buy |
13,086
+33
| +0.3% | +$1.45K | 0.65% | 30 |
|
|
2019
Q4 | $693K | Buy |
+13,053
| New | +$693K | 0.69% | 32 |
|