Smallwood Wealth Investment Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $607K | Hold |
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|
2025
Q2 | $572K | Hold |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $391K | Buy |
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