SWA
SOA Wealth Advisors’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 | $95.1K | Buy |
1,377
+616
| +81% | +$42.5K | 0.02% | 284 |
|
|
2025
Q1 | $47.3K | Buy |
761
+1
| +0.1% | +$62 | 0.01% | 352 |
|
|
2024
Q4 | $44.8K | Buy |
760
+9
| +1% | +$531 | 0.01% | 342 |
|
|
2024
Q3 | $48.6K | Buy |
751
+3
| +0.4% | +$194 | 0.01% | 320 |
|
|
2024
Q2 | $45.1K | Buy |
748
+4
| +0.5% | +$241 | 0.01% | 321 |
|
|
2024
Q1 | $44.9K | Buy |
744
+249
| +50% | +$15K | 0.01% | 321 |
|
|
2023
Q4 | $28.7K | Sell |
495
-594
| -55% | -$34.4K | 0.01% | 367 |
|
|
2023
Q3 | $58.3K | Sell |
1,089
-71
| -6% | -$3.8K | 0.01% | 268 |
|
|
2023
Q2 | $65.1K | Sell |
1,160
-474
| -29% | -$26.6K | 0.02% | 267 |
|
|
2023
Q1 | $90.2K | Buy |
1,634
+2
| +0.1% | +$110 | 0.02% | 234 |
|
|
2022
Q4 | $84.4K | Sell |
1,632
-826
| -34% | -$42.7K | 0.02% | 232 |
|
|
2022
Q3 | $112K | Buy |
2,458
+124
| +5% | +$5.65K | 0.03% | 195 |
|
|
2022
Q2 | $120K | Buy |
2,334
+497
| +27% | +$25.6K | 0.04% | 189 |
|
|
2022
Q1 | $109K | Buy |
1,837
+2
| +0.1% | +$119 | 0.03% | 221 |
|
|
2021
Q4 | $116K | Buy |
1,835
+13
| +0.7% | +$822 | 0.03% | 201 |
|
|
2021
Q3 | $115K | Buy |
1,822
+5
| +0.3% | +$316 | 0.03% | 205 |
|
|
2021
Q2 | $119K | Buy |
1,817
+589
| +48% | +$38.6K | 0.03% | 199 |
|
|
2021
Q1 | $77K | Sell |
1,228
-462
| -27% | -$29K | 0.02% | 225 |
|
|
2020
Q4 | $107K | Buy |
+1,690
| New | +$107K | 0.03% | 185 |
|