SSWM
Sheets Smith 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 | $1.02M | Hold |
15,172
| – | – | 0.12% | 162 |
|
|
2025
Q1 | $920K | Sell |
15,172
-100
| -0.7% | -$6.07K | 0.11% | 168 |
|
|
2024
Q4 | $877K | Sell |
15,272
-10,047
| -40% | -$577K | 0.11% | 174 |
|
|
2024
Q3 | $1.6M | Sell |
25,319
-629
| -2% | -$39.6K | 0.2% | 116 |
|
|
2024
Q2 | $1.52M | Sell |
25,948
-2
| -0% | -$117 | 0.18% | 120 |
|
|
2024
Q1 | $1.52M | Sell |
25,950
-11
| -0% | -$645 | 0.17% | 125 |
|
|
2023
Q4 | $1.46M | Buy |
25,961
+233
| +0.9% | +$13.1K | 0.21% | 105 |
|
|
2023
Q3 | $1.33M | Buy |
25,728
+64
| +0.2% | +$3.32K | 0.2% | 109 |
|
|
2023
Q2 | $1.4M | Buy |
25,664
+272
| +1% | +$14.8K | 0.2% | 106 |
|
|
2023
Q1 | $1.36M | Buy |
25,392
+124
| +0.5% | +$6.63K | 0.21% | 107 |
|
|
2022
Q4 | $1.27M | Buy |
25,268
+313
| +1% | +$15.7K | 0.2% | 111 |
|
|
2022
Q3 | $1.11M | Buy |
24,955
+61
| +0.2% | +$2.71K | 0.18% | 116 |
|
|
2022
Q2 | $1.24M | Sell |
24,894
-534
| -2% | -$26.7K | 0.2% | 106 |
|
|
2022
Q1 | $1.46M | Sell |
25,428
-12,930
| -34% | -$744K | 0.2% | 110 |
|
|
2021
Q4 | $2.35M | Sell |
38,358
-22
| -0.1% | -$1.35K | 0.29% | 81 |
|
|
2021
Q3 | $2.34M | Buy |
38,380
+234
| +0.6% | +$14.3K | 0.32% | 79 |
|
|
2021
Q2 | $2.42M | Buy |
38,146
+94
| +0.2% | +$5.96K | 0.33% | 76 |
|
|
2021
Q1 | $2.31M | Buy |
38,052
+6,495
| +21% | +$394K | 0.34% | 80 |
|
|
2020
Q4 | $1.84M | Buy |
31,557
+807
| +3% | +$47.1K | 0.28% | 91 |
|
|
2020
Q3 | $1.55M | Buy |
30,750
+235
| +0.8% | +$11.9K | 0.27% | 89 |
|
|
2020
Q2 | $1.45M | Buy |
30,515
+29
| +0.1% | +$1.38K | 0.29% | 85 |
|
|
2020
Q1 | $1.25M | Sell |
30,486
-2,533
| -8% | -$104K | 0.26% | 93 |
|
|
2019
Q4 | $1.78M | Buy |
33,019
+157
| +0.5% | +$8.44K | 0.34% | 75 |
|
|
2019
Q3 | $1.64M | Buy |
32,862
+101
| +0.3% | +$5.04K | 0.34% | 83 |
|
|
2019
Q2 | $1.67M | Buy |
32,761
+2,253
| +7% | +$115K | 0.34% | 85 |
|
|
2019
Q1 | $1.53M | Sell |
30,508
-313
| -1% | -$15.7K | 0.33% | 87 |
|
|
2018
Q4 | $1.41M | Buy |
30,821
+753
| +3% | +$34.3K | 0.38% | 82 |
|
|
2018
Q3 | $1.57M | Buy |
30,068
+522
| +2% | +$27.2K | 0.32% | 86 |
|
|
2018
Q2 | $1.53M | Buy |
29,546
+1,439
| +5% | +$74.6K | 0.36% | 74 |
|
|
2018
Q1 | $1.53M | Buy |
28,107
+9,766
| +53% | +$531K | 0.37% | 77 |
|
|
2017
Q4 | $1M | Buy |
18,341
+3,230
| +21% | +$177K | 0.24% | 117 |
|
|
2017
Q3 | $797K | Buy |
15,111
+20
| +0.1% | +$1.06K | 0.2% | 136 |
|
|
2017
Q2 | $755K | Buy |
15,091
+37
| +0.2% | +$1.85K | 0.2% | 130 |
|
|
2017
Q1 | $720K | Buy |
15,054
+11
| +0.1% | +$526 | 0.19% | 143 |
|
|
2016
Q4 | $665K | Buy |
15,043
+7,192
| +92% | +$318K | 0.19% | 148 |
|
|
2016
Q3 | $357K | Buy |
7,851
+122
| +2% | +$5.55K | 0.1% | 195 |
|
|
2016
Q2 | $331K | Buy |
7,729
+170
| +2% | +$7.28K | 0.1% | 191 |
|
|
2016
Q1 | $326K | Sell |
7,559
-5,788
| -43% | -$250K | 0.1% | 170 |
|
|
2015
Q4 | $579K | Sell |
13,347
-654
| -5% | -$28.4K | 0.18% | 143 |
|
|
2015
Q3 | $597K | Buy |
14,001
+1,109
| +9% | +$47.3K | 0.2% | 127 |
|
|
2015
Q2 | $626K | Buy |
+12,892
| New | +$626K | 0.17% | 149 |
|
|
2013
Q3 | – | Sell |
-32,642
| Closed | -$1.44M | – | 255 |
|
|
2013
Q2 | $1.44M | Buy |
+32,642
| New | +$1.44M | 0.49% | 60 |
|