IPW
IronBridge Private Wealth’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
Q1 | – | Sell |
-31,023
| Closed | -$1.78M | – | 59 |
|
|
2024
Q4 | $1.78M | Sell |
31,023
-65,591
| -68% | -$3.77M | 0.65% | 32 |
|
|
2024
Q3 | $6.09M | Sell |
96,614
-3,328
| -3% | -$210K | 2.27% | 14 |
|
|
2024
Q2 | $5.86M | Sell |
99,942
-1,092
| -1% | -$64K | 2.19% | 16 |
|
|
2024
Q1 | $5.93M | Sell |
101,034
-3,747
| -4% | -$220K | 2.46% | 14 |
|
|
2023
Q4 | $5.88M | Buy |
+104,781
| New | +$5.88M | 2.87% | 15 |
|