SWA
Sax Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
18,115
+2,200
| +14% | +$152K | 0.08% | 149 |
|
|
2025
Q1 | $988K | Buy |
+15,915
| New | +$988K | 0.07% | 142 |
|
|
2024
Q2 | – | Sell |
-3,376
| Closed | -$204K | – | 287 |
|
|
2024
Q1 | $204K | Buy |
+3,376
| New | +$204K | 0.02% | 181 |
|
|
2022
Q1 | – | Sell |
-3,382
| Closed | -$215K | – | 186 |
|
|
2021
Q4 | $215K | Buy |
3,382
+1
| +0% | +$64 | 0.04% | 170 |
|
|
2021
Q3 | $214K | Buy |
3,381
+1
| +0% | +$63 | 0.05% | 160 |
|
|
2021
Q2 | $222K | Buy |
3,380
+6
| +0.2% | +$394 | 0.08% | 146 |
|
|
2021
Q1 | $212K | Buy |
3,374
+21
| +0.6% | +$1.32K | 0.08% | 140 |
|
|
2020
Q4 | $202K | Buy |
+3,353
| New | +$202K | 0.09% | 127 |
|