JWA
JFS 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 | $921K | Buy |
13,699
+5,054
| +58% | +$340K | 0.06% | 153 |
|
|
2025
Q1 | $524K | Hold |
8,645
| – | – | 0.04% | 196 |
|
|
2024
Q4 | $496K | Buy |
8,645
+49
| +0.6% | +$2.81K | 0.03% | 195 |
|
|
2024
Q3 | $542K | Hold |
8,596
| – | – | 0.04% | 193 |
|
|
2024
Q2 | $504K | Sell |
8,596
-1,759
| -17% | -$103K | 0.04% | 154 |
|
|
2024
Q1 | $607K | Hold |
10,355
| – | – | 0.05% | 145 |
|
|
2023
Q4 | $581K | Hold |
10,355
| – | – | 0.05% | 138 |
|
|
2023
Q3 | $537K | Hold |
10,355
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $563K | Hold |
10,355
| – | – | 0.05% | 142 |
|
|
2023
Q1 | $554K | Sell |
10,355
-1,108
| -10% | -$59.2K | 0.05% | 143 |
|
|
2022
Q4 | $575K | Buy |
11,463
+475
| +4% | +$23.8K | 0.06% | 148 |
|
|
2022
Q3 | $487K | Hold |
10,988
| – | – | 0.05% | 152 |
|
|
2022
Q2 | $549K | Hold |
10,988
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $633K | Hold |
10,988
| – | – | 0.06% | 143 |
|
|
2021
Q4 | $673K | Sell |
10,988
-240
| -2% | -$14.7K | 0.06% | 142 |
|
|
2021
Q3 | $684K | Buy |
+11,228
| New | +$684K | 0.07% | 133 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$1K | – | 629 |
|
|
2020
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 546 |
|
|
2018
Q4 | – | Sell |
-599
| Closed | -$31K | – | 532 |
|
|
2018
Q3 | $31K | Buy |
+599
| New | +$31K | 0.01% | 281 |
|
|
2017
Q4 | – | Sell |
-1,142
| Closed | -$60K | – | 556 |
|
|
2017
Q3 | $60K | Buy |
1,142
+2
| +0.2% | +$105 | 0.02% | 225 |
|
|
2017
Q2 | $57K | Buy |
1,140
+22
| +2% | +$1.1K | 0.02% | 214 |
|
|
2017
Q1 | $49K | Hold |
1,118
| – | – | 0.01% | 222 |
|
|
2016
Q4 | $49K | Sell |
1,118
-284
| -20% | -$12.4K | 0.01% | 222 |
|
|
2016
Q3 | $64K | Sell |
1,402
-13,523
| -91% | -$617K | 0.02% | 215 |
|
|
2016
Q2 | $640K | Sell |
14,925
-781
| -5% | -$33.5K | 0.18% | 82 |
|
|
2016
Q1 | $678K | Sell |
15,706
-2,952
| -16% | -$127K | 0.2% | 74 |
|
|
2015
Q4 | $810K | Sell |
18,658
-7,012
| -27% | -$304K | 0.23% | 70 |
|
|
2015
Q3 | $1.09M | Buy |
25,670
+348
| +1% | +$14.8K | 0.48% | 51 |
|
|
2015
Q2 | $1.23M | Sell |
25,322
-3,078
| -11% | -$149K | 0.63% | 39 |
|
|
2015
Q1 | $1.38M | Sell |
28,400
-539
| -2% | -$26.3K | 0.65% | 36 |
|
|
2014
Q4 | $1.36M | Sell |
28,939
-35
| -0.1% | -$1.64K | 0.22% | 26 |
|
|
2014
Q3 | $1.43M | Buy |
28,974
+19
| +0.1% | +$936 | 0.25% | 25 |
|
|
2014
Q2 | $1.51M | Buy |
28,955
+143
| +0.5% | +$7.48K | 0.28% | 27 |
|
|
2014
Q1 | $1.45M | Sell |
28,812
-4,221
| -13% | -$212K | 0.8% | 30 |
|
|
2013
Q4 | $1.68M | Buy |
33,033
+3,029
| +10% | +$154K | 0.73% | 31 |
|
|
2013
Q3 | $1.46M | Buy |
30,004
+333
| +1% | +$16.2K | 0.68% | 34 |
|
|
2013
Q2 | $1.31M | Buy |
+29,671
| New | +$1.31M | 0.66% | 35 |
|