MWS
Maxwell Wealth Strategies’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
Q4 | $1.02M | Hold |
17,847
| – | – | 0.42% | 64 |
|
|
2024
Q3 | $1.09M | Sell |
17,847
-662
| -4% | -$40.4K | 0.46% | 64 |
|
|
2024
Q2 | $1.09M | Hold |
18,509
| – | – | 0.53% | 59 |
|
|
2024
Q1 | $1.1M | Sell |
18,509
-1,938
| -9% | -$115K | 0.56% | 60 |
|
|
2023
Q4 | $1.15M | Buy |
+20,447
| New | +$1.15M | 0.75% | 42 |
|