SVWAG
Sound View Wealth Advisors Group’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 | $945K | Buy |
14,051
+486
| +4% | +$32.7K | 0.07% | 192 |
|
|
2025
Q1 | $823K | Sell |
13,565
-2,015
| -13% | -$122K | 0.07% | 199 |
|
|
2024
Q4 | $894K | Sell |
15,580
-75
| -0.5% | -$4.31K | 0.07% | 193 |
|
|
2024
Q3 | $986K | Buy |
15,655
+151
| +1% | +$9.51K | 0.08% | 179 |
|
|
2024
Q2 | $909K | Sell |
15,504
-329
| -2% | -$19.3K | 0.09% | 166 |
|
|
2024
Q1 | $929K | Sell |
15,833
-895
| -5% | -$52.5K | 0.1% | 169 |
|
|
2023
Q4 | $939K | Sell |
16,728
-86
| -0.5% | -$4.83K | 0.1% | 164 |
|
|
2023
Q3 | $872K | Sell |
16,814
-299
| -2% | -$15.5K | 0.11% | 161 |
|
|
2023
Q2 | $931K | Sell |
17,113
-1,589
| -8% | -$86.5K | 0.12% | 157 |
|
|
2023
Q1 | $1,000K | Buy |
18,702
+1,974
| +12% | +$106K | 0.14% | 144 |
|
|
2022
Q4 | $939K | Sell |
16,728
-1,239
| -7% | -$69.6K | 0.1% | 164 |
|
|
2022
Q3 | $797K | Sell |
17,967
-274
| -2% | -$12.2K | 0.18% | 119 |
|
|
2022
Q2 | $911K | Buy |
18,241
+5,262
| +41% | +$263K | 0.19% | 115 |
|
|
2022
Q1 | $747K | Sell |
12,979
-167
| -1% | -$9.61K | 0.14% | 143 |
|
|
2021
Q4 | $806K | Sell |
13,146
-256
| -2% | -$15.7K | 0.15% | 134 |
|
|
2021
Q3 | $817K | Hold |
13,402
| – | – | 0.17% | 132 |
|
|
2021
Q2 | $850K | Buy |
13,402
+48
| +0.4% | +$3.04K | 0.18% | 123 |
|
|
2021
Q1 | $810K | Sell |
13,354
-99
| -0.7% | -$6.01K | 0.19% | 115 |
|
|
2020
Q4 | $785K | Sell |
13,453
-15
| -0.1% | -$875 | 0.19% | 117 |
|
|
2020
Q3 | $679K | Sell |
13,468
-56
| -0.4% | -$2.82K | 0.18% | 121 |
|
|
2020
Q2 | $644K | Sell |
13,524
-1,119
| -8% | -$53.3K | 0.18% | 115 |
|
|
2020
Q1 | $601K | Sell |
14,643
-1,029
| -7% | -$42.2K | 0.21% | 105 |
|
|
2019
Q4 | $842K | Sell |
15,672
-224
| -1% | -$12K | 0.24% | 104 |
|
|
2019
Q3 | $793K | Sell |
15,896
-1,968
| -11% | -$98.2K | 0.24% | 100 |
|
|
2019
Q2 | $911K | Buy |
+17,864
| New | +$911K | 0.27% | 98 |
|