LWM
Liberty Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,891
| Closed | -$142K | – | 199 |
|
|
2023
Q4 | $142K | Buy |
+41,891
| New | +$142K | 0.03% | 164 |
|
|
2023
Q2 | – | Sell |
-4,513
| Closed | -$249K | – | 238 |
|
|
2023
Q1 | $249K | Buy |
+4,513
| New | +$249K | 0.05% | 194 |
|
|
2022
Q3 | – | Sell |
-3,929
| Closed | -$202K | – | 158 |
|
|
2022
Q2 | $202K | Buy |
+3,929
| New | +$202K | 0.08% | 138 |
|
|
2021
Q4 | – | Sell |
-4,815
| Closed | -$308K | – | 1092 |
|
|
2021
Q3 | $308K | Buy |
4,815
+1,755
| +57% | +$112K | 0.11% | 114 |
|
|
2021
Q2 | $201K | Sell |
3,060
-120
| -4% | -$7.88K | 0.08% | 134 |
|
|
2021
Q1 | $195K | Hold |
3,180
| – | – | 0.1% | 110 |
|
|
2020
Q4 | $195K | Sell |
3,180
-209
| -6% | -$12.8K | 0.1% | 109 |
|
|
2020
Q3 | $177K | Buy |
3,389
+6
| +0.2% | +$313 | 0.1% | 105 |
|
|
2020
Q2 | $166K | Buy |
3,383
+5
| +0.1% | +$245 | 0.12% | 103 |
|
|
2020
Q1 | $142K | Buy |
3,378
+8
| +0.2% | +$336 | 0.12% | 107 |
|
|
2019
Q4 | $188K | Buy |
3,370
+638
| +23% | +$35.6K | 0.15% | 110 |
|
|
2019
Q3 | $141K | Buy |
2,732
+6
| +0.2% | +$310 | 0.13% | 116 |
|
|
2019
Q2 | $144K | Buy |
2,726
+11
| +0.4% | +$581 | 0.13% | 129 |
|
|
2019
Q1 | $140K | Sell |
2,715
-342
| -11% | -$17.6K | 0.11% | 110 |
|
|
2018
Q4 | $144K | Buy |
+3,057
| New | +$144K | 0.11% | 104 |
|