SWG
Summit Wealth Group’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 | $5.68M | Sell |
82,260
-5,763
| -7% | -$398K | 1.46% | 21 |
|
|
2025
Q1 | $5.47M | Buy |
88,023
+2,650
| +3% | +$165K | 1.6% | 18 |
|
|
2024
Q4 | $5.03M | Sell |
85,373
-1,558
| -2% | -$91.8K | 1.46% | 20 |
|
|
2024
Q3 | $5.63M | Sell |
86,931
-1,030
| -1% | -$66.7K | 1.62% | 18 |
|
|
2024
Q2 | $5.3M | Buy |
+87,961
| New | +$5.3M | 1.59% | 16 |
|
|
2023
Q3 | – | Sell |
-91,032
| Closed | -$5.11M | – | 80 |
|
|
2023
Q2 | $5.11M | Sell |
91,032
-5,119,491
| -98% | -$287M | 2.07% | 11 |
|
|
2023
Q1 | $94K | Buy |
+5,210,523
| New | +$94K | 2.24% | 9 |
|
|
2021
Q1 | – | Sell |
-81,741
| Closed | -$4.92M | – | 222 |
|
|
2020
Q4 | $4.92M | Sell |
81,741
-2,282
| -3% | -$137K | 3.09% | 12 |
|
|
2020
Q3 | $4.38M | Sell |
84,023
-2,675
| -3% | -$140K | 3.81% | 9 |
|
|
2020
Q2 | $4.26M | Buy |
86,698
+44,788
| +107% | +$2.2M | 3.9% | 9 |
|
|
2020
Q1 | $1.76M | Buy |
41,910
+19,503
| +87% | +$819K | 1.78% | 13 |
|
|
2019
Q4 | $1.25M | Buy |
+22,407
| New | +$1.25M | 1.18% | 13 |
|