SWM
Sanctuary 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
Q4 | $518K | Sell |
8,794
-15,445
| -64% | -$910K | 0.34% | 29 |
|
|
2024
Q3 | $1.57M | Sell |
24,239
-6,128
| -20% | -$397K | 1.12% | 20 |
|
|
2024
Q2 | $1.83M | Sell |
30,367
-2,434
| -7% | -$147K | 1.39% | 15 |
|
|
2024
Q1 | $1.98M | Sell |
32,801
-6,879
| -17% | -$415K | 1.61% | 13 |
|
|
2023
Q4 | $2.3M | Sell |
39,680
-6,437
| -14% | -$373K | 2.23% | 11 |
|
|
2023
Q3 | $2.47M | Sell |
46,117
-3,000
| -6% | -$161K | 2.69% | 8 |
|
|
2023
Q2 | $2.75M | Buy |
+49,117
| New | +$2.75M | 2.92% | 9 |
|
|
2022
Q4 | $2.33M | Sell |
44,965
-700
| -2% | -$36.2K | 2.71% | 7 |
|
|
2022
Q3 | $2.09M | Buy |
45,665
+36
| +0.1% | +$1.65K | 2.71% | 7 |
|
|
2022
Q2 | $2.36M | Buy |
45,629
+2,139
| +5% | +$110K | 2.89% | 6 |
|
|
2022
Q1 | $2.6M | Buy |
43,490
+1,236
| +3% | +$73.8K | 2.86% | 10 |
|
|
2021
Q4 | $2.69M | Buy |
42,254
+4,558
| +12% | +$290K | 2.86% | 9 |
|
|
2021
Q3 | $2.39M | Buy |
37,696
+7,404
| +24% | +$468K | 2.66% | 10 |
|
|
2021
Q2 | $1.99M | Buy |
30,292
+1,899
| +7% | +$125K | 2.39% | 14 |
|
|
2021
Q1 | $1.78M | Sell |
28,393
-85
| -0.3% | -$5.33K | 2.29% | 10 |
|
|
2020
Q4 | $1.71M | Buy |
28,478
+2,788
| +11% | +$168K | 2.08% | 15 |
|
|
2020
Q3 | $1.34M | Buy |
25,690
+14,137
| +122% | +$737K | 1.3% | 12 |
|
|
2020
Q2 | $568K | Buy |
+11,553
| New | +$568K | 0.6% | 16 |
|