TVWM
Tower View Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$23K | – | 199 |
|
|
2022
Q1 | $23K | Hold |
400
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 121 |
|
|
2019
Q3 | – | Sell |
-430
| Closed | -$22K | – | 143 |
|
|
2019
Q2 | $22K | Buy |
430
+5
| +1% | +$256 | 0.02% | 97 |
|
|
2019
Q1 | $21K | Buy |
425
+1
| +0.2% | +$49 | 0.02% | 98 |
|
|
2018
Q4 | $19K | Sell |
424
-26,451
| -98% | -$1.19M | 0.02% | 102 |
|
|
2018
Q3 | $1.4M | Sell |
26,875
-1,219
| -4% | -$63.5K | 1.22% | 41 |
|
|
2018
Q2 | $1.46M | Buy |
28,094
+344
| +1% | +$17.8K | 1.37% | 37 |
|
|
2018
Q1 | $1.51M | Sell |
27,750
-417
| -1% | -$22.7K | 1.51% | 32 |
|
|
2017
Q4 | $1.54M | Buy |
+28,167
| New | +$1.54M | 1.42% | 32 |
|