SWM
Selective Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,093
| Closed | -$368K | – | 110 |
|
|
2023
Q2 | $368K | Buy |
+6,093
| New | +$368K | 0.18% | 68 |
|
|
2022
Q4 | $387K | Buy |
6,400
+747
| +13% | +$45.2K | 0.2% | 69 |
|
|
2022
Q3 | $261K | Hold |
5,653
| – | – | 0.11% | 100 |
|
|
2022
Q2 | $299K | Buy |
+5,653
| New | +$299K | 0.11% | 109 |
|