SWM
Scissortail Wealth Management’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 | $14.4M | Buy |
213,960
+3,315
| +2% | +$223K | 3.46% | 5 |
|
|
2025
Q1 | $12.8M | Buy |
210,645
+6,584
| +3% | +$399K | 3.28% | 5 |
|
|
2024
Q4 | $11.7M | Buy |
204,061
+203,623
| +46,489% | +$11.7M | 3% | 6 |
|
|
2024
Q3 | $12.6M | Sell |
438
-200,785
| -100% | -$5.76B | 3.04% | 6 |
|
|
2024
Q2 | $11.8M | Buy |
201,223
+1,492
| +0.7% | +$87.5K | 3.01% | 5 |
|
|
2024
Q1 | $11.7M | Buy |
+199,731
| New | +$11.7M | 3.09% | 4 |
|
|
2022
Q4 | – | Sell |
-182,903
| Closed | -$8.37M | – | 167 |
|
|
2022
Q3 | $8.37M | Sell |
182,903
-67,297
| -27% | -$3.08M | 4.35% | 4 |
|
|
2022
Q2 | $15.3M | Buy |
250,200
+88,415
| +55% | +$5.42M | 5.9% | 2 |
|
|
2022
Q1 | $8.39M | Sell |
161,785
-88,415
| -35% | -$4.59M | 4.13% | 4 |
|
|
2021
Q4 | $15.3M | Buy |
+250,200
| New | +$15.3M | 5.9% | 2 |
|