SWM
Sugarloaf Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.01M | Buy |
17,181
+3,344
| +24% | +$197K | 0.19% | 58 |
|
|
2024
Q3 | $896K | Buy |
13,837
+639
| +5% | +$41.4K | 0.17% | 62 |
|
|
2024
Q2 | $796K | Buy |
13,198
+382
| +3% | +$23K | 0.16% | 65 |
|
|
2024
Q1 | $773K | Buy |
12,816
+1,004
| +8% | +$60.5K | 0.16% | 65 |
|
|
2023
Q4 | $685K | Buy |
11,812
+363
| +3% | +$21K | 0.17% | 67 |
|
|
2023
Q3 | $613K | Buy |
11,449
+1,279
| +13% | +$68.5K | 0.15% | 68 |
|
|
2023
Q2 | $570K | Buy |
10,170
+1,479
| +17% | +$82.9K | 0.13% | 76 |
|
|
2023
Q1 | $480K | Buy |
8,691
+1,189
| +16% | +$65.7K | 0.12% | 81 |
|
|
2022
Q4 | $388K | Buy |
7,502
+838
| +13% | +$43.3K | 0.1% | 86 |
|
|
2022
Q3 | $308K | Buy |
6,664
+1,838
| +38% | +$85K | 0.08% | 96 |
|
|
2022
Q2 | $249K | Buy |
4,826
+997
| +26% | +$51.4K | 0.06% | 102 |
|
|
2022
Q1 | $253K | Buy |
3,829
+1,103
| +40% | +$72.9K | 0.06% | 104 |
|
|
2021
Q4 | $173K | Buy |
2,726
+1,704
| +167% | +$108K | 0.04% | 139 |
|
|
2021
Q3 | $65K | Buy |
+1,022
| New | +$65K | 0.02% | 238 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$56K | – | 759 |
|
|
2019
Q4 | $56K | Buy |
+1,000
| New | +$56K | 0.02% | 238 |
|