SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,945
| Closed | -$86K | – | 697 |
|
|
2022
Q3 | $86K | Sell |
1,945
-1,060
| -35% | -$46.9K | 0.04% | 228 |
|
|
2022
Q2 | $150K | Sell |
3,005
-825
| -22% | -$41.2K | 0.05% | 174 |
|
|
2022
Q1 | $221K | Hold |
3,830
| – | – | 0.08% | 122 |
|
|
2021
Q4 | $235K | Sell |
3,830
-249
| -6% | -$15.3K | 0.1% | 109 |
|
|
2021
Q3 | $249K | Buy |
4,079
+956
| +31% | +$58.4K | 0.13% | 85 |
|
|
2021
Q2 | $198K | Buy |
+3,123
| New | +$198K | 0.16% | 69 |
|