KJWM
Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
83,186
+7,262
| +10% | +$488K | 1.29% | 16 |
|
|
2025
Q1 | $4.61M | Buy |
75,924
+4,559
| +6% | +$277K | 1.23% | 19 |
|
|
2024
Q4 | $4.1M | Buy |
71,365
+3,922
| +6% | +$225K | 1.03% | 19 |
|
|
2024
Q3 | $4.25M | Buy |
67,443
+1,174
| +2% | +$74K | 1.1% | 19 |
|
|
2024
Q2 | $3.89M | Buy |
66,269
+314
| +0.5% | +$18.4K | 1.08% | 17 |
|
|
2024
Q1 | $3.87M | Buy |
65,955
+1,932
| +3% | +$113K | 1.2% | 17 |
|
|
2023
Q4 | $3.59M | Buy |
64,023
+572
| +0.9% | +$32.1K | 1.2% | 19 |
|
|
2023
Q3 | $3.29M | Buy |
63,451
+922
| +1% | +$47.8K | 1.19% | 20 |
|
|
2023
Q2 | $3.4M | Buy |
62,529
+440
| +0.7% | +$23.9K | 1.17% | 20 |
|
|
2023
Q1 | $3.32M | Buy |
62,089
+3,404
| +6% | +$182K | 1.24% | 22 |
|
|
2022
Q4 | $2.94M | Sell |
58,685
-2,284
| -4% | -$115K | 1.23% | 21 |
|
|
2022
Q3 | $2.7M | Sell |
60,969
-6,738
| -10% | -$299K | 1.27% | 19 |
|
|
2022
Q2 | $3.38M | Sell |
67,707
-45,036
| -40% | -$2.25M | 1.6% | 14 |
|
|
2022
Q1 | $6.49M | Buy |
112,743
+47,556
| +73% | +$2.74M | 3.13% | 9 |
|
|
2021
Q4 | $4M | Buy |
65,187
+2,854
| +5% | +$175K | 1.52% | 15 |
|
|
2021
Q3 | $3.8M | Buy |
62,333
+6,256
| +11% | +$381K | 1.67% | 11 |
|
|
2021
Q2 | $3.55M | Buy |
56,077
+6,165
| +12% | +$391K | 1.63% | 14 |
|
|
2021
Q1 | $3.03M | Buy |
49,912
+15,183
| +44% | +$921K | 1.58% | 16 |
|
|
2020
Q4 | $2.03M | Sell |
34,729
-3,585
| -9% | -$209K | 1.2% | 20 |
|
|
2020
Q3 | $1.93M | Sell |
38,314
-3,379
| -8% | -$170K | 1.41% | 17 |
|
|
2020
Q2 | $1.99M | Sell |
41,693
-2,355
| -5% | -$112K | 1.66% | 14 |
|
|
2020
Q1 | $1.81M | Buy |
44,048
+9,319
| +27% | +$382K | 1.86% | 14 |
|
|
2019
Q4 | $1.87M | Buy |
34,729
+10,696
| +45% | +$575K | 1.64% | 16 |
|
|
2019
Q3 | $1.2M | Buy |
24,033
+6,208
| +35% | +$310K | 1.31% | 22 |
|
|
2019
Q2 | $908K | Buy |
+17,825
| New | +$908K | 1.02% | 25 |
|
|
2018
Q4 | – | Sell |
-4,202
| Closed | -$218K | – | 623 |
|
|
2018
Q3 | $218K | Buy |
4,202
+3,385
| +414% | +$176K | 0.16% | 92 |
|
|
2018
Q2 | $42K | Buy |
+817
| New | +$42K | 0.04% | 222 |
|
|
2018
Q1 | – | Sell |
-1,377
| Closed | -$75K | – | 583 |
|
|
2017
Q4 | $75K | Buy |
+1,377
| New | +$75K | 0.07% | 158 |
|