SSWM
Sheets Smith 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
Q4 | – | Sell |
-1,508
| Closed | -$87.4K | – | 495 |
|
2023
Q3 | $87.4K | Buy |
+1,508
| New | +$87.4K | 0.01% | 361 |
|
2020
Q1 | – | Sell |
-4,717
| Closed | -$276K | – | 328 |
|
2019
Q4 | $276K | Buy |
+4,717
| New | +$276K | 0.05% | 279 |
|
2016
Q1 | – | Sell |
-5,067
| Closed | -$253K | – | 263 |
|
2015
Q4 | $253K | Buy |
5,067
+2
| +0% | +$100 | 0.08% | 198 |
|
2015
Q3 | $249K | Buy |
5,065
+3
| +0.1% | +$147 | 0.08% | 177 |
|
2015
Q2 | $273K | Buy |
+5,062
| New | +$273K | 0.07% | 199 |
|