SWP
Summit Wealth Partners’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 | $812K | Sell |
12,078
-443
| -4% | -$29.8K | 0.15% | 89 |
|
|
2025
Q1 | $760K | Sell |
12,521
-226
| -2% | -$13.7K | 0.15% | 99 |
|
|
2024
Q4 | $732K | Buy |
12,747
+11
| +0.1% | +$632 | 0.15% | 94 |
|
|
2024
Q3 | $802K | Buy |
12,736
+3
| +0% | +$189 | 0.15% | 99 |
|
|
2024
Q2 | $747K | Sell |
12,733
-336
| -3% | -$19.7K | 0.16% | 100 |
|
|
2024
Q1 | $766K | Sell |
13,069
-648
| -5% | -$38K | 0.16% | 96 |
|
|
2023
Q4 | $770K | Sell |
13,717
-788
| -5% | -$44.2K | 0.18% | 88 |
|
|
2023
Q3 | $752K | Buy |
14,505
+4
| +0% | +$207 | 0.19% | 81 |
|
|
2023
Q2 | $789K | Sell |
14,501
-803
| -5% | -$43.7K | 0.2% | 82 |
|
|
2023
Q1 | $818K | Buy |
15,304
+138
| +0.9% | +$7.38K | 0.21% | 79 |
|
|
2022
Q4 | $760K | Buy |
15,166
+1,220
| +9% | +$61.2K | 0.2% | 73 |
|
|
2022
Q3 | $619K | Buy |
13,946
+3
| +0% | +$133 | 0.17% | 75 |
|
|
2022
Q2 | $697K | Buy |
13,943
+7
| +0.1% | +$350 | 0.19% | 65 |
|
|
2022
Q1 | $803K | Sell |
13,936
-440
| -3% | -$25.3K | 0.18% | 67 |
|
|
2021
Q4 | $881K | Sell |
14,376
-97
| -0.7% | -$5.94K | 0.19% | 63 |
|
|
2021
Q3 | $882K | Sell |
14,473
-319
| -2% | -$19.4K | 0.21% | 59 |
|
|
2021
Q2 | $938K | Sell |
14,792
-611
| -4% | -$38.7K | 0.22% | 58 |
|
|
2021
Q1 | $935K | Sell |
15,403
-10
| -0.1% | -$607 | 0.24% | 53 |
|
|
2020
Q4 | $899K | Sell |
15,413
-352
| -2% | -$20.5K | 0.24% | 59 |
|
|
2020
Q3 | $795K | Buy |
15,765
+2,073
| +15% | +$105K | 0.24% | 66 |
|
|
2020
Q2 | $652K | Buy |
13,692
+626
| +5% | +$29.8K | 0.21% | 74 |
|
|
2020
Q1 | $536K | Buy |
+13,066
| New | +$536K | 0.22% | 62 |
|