SWA
Strategies Wealth Advisors’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 | $608K | Sell |
9,043
-718
| -7% | -$48.3K | 0.07% | 85 |
|
|
2025
Q1 | $592K | Sell |
9,761
-1,122
| -10% | -$68.1K | 0.07% | 79 |
|
|
2024
Q4 | $655K | Sell |
10,883
-6
| -0.1% | -$361 | 0.08% | 68 |
|
|
2024
Q3 | $686K | Sell |
10,889
-168
| -2% | -$10.6K | 0.09% | 56 |
|
|
2024
Q2 | $648K | Sell |
11,057
-49
| -0.4% | -$2.87K | 0.09% | 52 |
|
|
2024
Q1 | $651K | Buy |
11,106
+1,107
| +11% | +$64.9K | 0.1% | 54 |
|
|
2023
Q4 | $561K | Buy |
9,999
+46
| +0.5% | +$2.58K | 0.1% | 55 |
|
|
2023
Q3 | $516K | Sell |
9,953
-307
| -3% | -$15.9K | 0.1% | 53 |
|
|
2023
Q2 | $558K | Buy |
10,260
+26
| +0.3% | +$1.42K | 0.11% | 54 |
|
|
2023
Q1 | $547K | Sell |
10,234
-274
| -3% | -$14.7K | 0.12% | 51 |
|
|
2022
Q4 | $527K | Buy |
+10,508
| New | +$527K | 0.13% | 49 |
|
|
2022
Q2 | $567K | Sell |
11,353
-176
| -2% | -$8.79K | 0.16% | 53 |
|
|
2022
Q1 | $664K | Sell |
11,529
-665
| -5% | -$38.3K | 0.18% | 49 |
|
|
2021
Q4 | $747K | Buy |
+12,194
| New | +$747K | 0.21% | 45 |
|