LWM
Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,189
| Closed | -$235K | – | 241 |
|
|
2023
Q4 | $235K | Buy |
4,189
+6
| +0.1% | +$337 | 0.09% | 215 |
|
|
2023
Q3 | $217K | Sell |
4,183
-375
| -8% | -$19.5K | 0.07% | 251 |
|
|
2023
Q2 | $248K | Sell |
4,558
-1,326
| -23% | -$72.2K | 0.05% | 294 |
|
|
2023
Q1 | $315K | Sell |
5,884
-481
| -8% | -$25.7K | 0.06% | 257 |
|
|
2022
Q4 | $319K | Sell |
6,365
-474
| -7% | -$23.8K | 0.07% | 258 |
|
|
2022
Q3 | $303K | Sell |
6,839
-99
| -1% | -$4.39K | 0.07% | 234 |
|
|
2022
Q2 | $347K | Buy |
6,938
+109
| +2% | +$5.45K | 0.07% | 241 |
|
|
2022
Q1 | $393K | Sell |
6,829
-244
| -3% | -$14K | 0.07% | 257 |
|
|
2021
Q4 | $433K | Buy |
+7,073
| New | +$433K | 0.07% | 247 |
|
|
2021
Q1 | – | Sell |
-7,176
| Closed | -$419K | – | 360 |
|
|
2020
Q4 | $419K | Buy |
7,176
+1,319
| +23% | +$77K | 0.09% | 215 |
|
|
2020
Q3 | $295K | Buy |
5,857
+183
| +3% | +$9.22K | 0.13% | 155 |
|
|
2020
Q2 | $270K | Buy |
+5,674
| New | +$270K | 0.14% | 140 |
|
|
2020
Q1 | – | Sell |
-6,742
| Closed | -$362K | – | 176 |
|
|
2019
Q4 | $362K | Buy |
+6,742
| New | +$362K | 0.23% | 113 |
|