SWM
Selective 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Sell |
25,457
-7,217
| -22% | -$501K | 0.64% | 23 |
|
2025
Q1 | $1.96M | Buy |
32,674
+13,145
| +67% | +$789K | 0.85% | 18 |
|
2024
Q4 | $1.14M | Buy |
19,529
+1,444
| +8% | +$84.2K | 0.46% | 31 |
|
2024
Q3 | $1.16M | Buy |
18,085
+1,011
| +6% | +$64.6K | 0.48% | 32 |
|
2024
Q2 | $1.05M | Sell |
17,074
-275
| -2% | -$16.9K | 0.46% | 32 |
|
2024
Q1 | $1.03M | Buy |
17,349
+8,437
| +95% | +$503K | 0.45% | 34 |
|
2023
Q4 | $508K | Buy |
+8,912
| New | +$508K | 0.26% | 47 |
|
2022
Q4 | $277K | Buy |
4,946
+403
| +9% | +$22.5K | 0.15% | 92 |
|
2022
Q3 | $208K | Sell |
4,543
-477
| -10% | -$21.8K | 0.09% | 120 |
|
2022
Q2 | $259K | Buy |
5,020
+2,184
| +77% | +$113K | 0.09% | 116 |
|
2022
Q1 | $169K | Buy |
+2,836
| New | +$169K | 0.06% | 154 |
|