KOMWMG
Kerntke Otto McGlone Wealth Management 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
Q3 | – | Sell |
-8,074
| Closed | -$512K | – | 123 |
|
|
2021
Q2 | $512K | Buy |
8,074
+18
| +0.2% | +$1.14K | 0.2% | 76 |
|
|
2021
Q1 | $489K | Buy |
8,056
+5
| +0.1% | +$304 | 0.26% | 75 |
|
|
2020
Q4 | $470K | Sell |
8,051
-965
| -11% | -$56.3K | 0.28% | 72 |
|
|
2020
Q3 | $455K | Buy |
9,016
+46
| +0.5% | +$2.32K | 0.33% | 67 |
|
|
2020
Q2 | $427K | Buy |
8,970
+35
| +0.4% | +$1.67K | 0.39% | 59 |
|
|
2020
Q1 | $367K | Sell |
8,935
-30
| -0.3% | -$1.23K | 0.41% | 56 |
|
|
2019
Q4 | $482K | Buy |
+8,965
| New | +$482K | 0.41% | 58 |
|