PWMG
Pioneer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
29,467
+10,616
| +56% | +$714K | 0.73% | 19 |
|
|
2025
Q1 | $1.14M | Buy |
+18,851
| New | +$1.14M | 0.49% | 23 |
|
|
2024
Q3 | $983K | Buy |
15,608
+4,670
| +43% | +$294K | 0.47% | 25 |
|
|
2024
Q2 | $641K | Sell |
10,938
-11
| -0.1% | -$645 | 0.34% | 27 |
|
|
2024
Q1 | $642K | Sell |
10,949
-53
| -0.5% | -$3.11K | 0.37% | 27 |
|
|
2023
Q4 | $618K | Sell |
11,002
-83
| -0.7% | -$4.66K | 0.38% | 24 |
|
|
2023
Q3 | $575K | Buy |
11,085
+2,084
| +23% | +$108K | 0.44% | 27 |
|
|
2023
Q2 | $490K | Sell |
9,001
-45
| -0.5% | -$2.45K | 0.39% | 29 |
|
|
2023
Q1 | $484K | Sell |
9,046
-278
| -3% | -$14.9K | 0.43% | 28 |
|
|
2022
Q4 | $468K | Buy |
+9,324
| New | +$468K | 0.44% | 28 |
|