TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.91M | Buy |
105,210
+3,184
| +3% | +$179K | 1.43% | 22 |
|
|
2023
Q3 | $5.29M | Buy |
102,026
+3,513
| +4% | +$182K | 1.42% | 21 |
|
|
2023
Q2 | $5.36M | Sell |
98,513
-2,042
| -2% | -$111K | 1.41% | 22 |
|
|
2023
Q1 | $5.38M | Buy |
100,555
+418
| +0.4% | +$22.4K | 1.47% | 21 |
|
|
2022
Q4 | $5.02M | Buy |
100,137
+527
| +0.5% | +$26.4K | 1.44% | 20 |
|
|
2022
Q3 | $4.42M | Buy |
99,610
+2,409
| +2% | +$107K | 1.35% | 23 |
|
|
2022
Q2 | $4.86M | Buy |
97,201
+6,356
| +7% | +$318K | 1.62% | 18 |
|
|
2022
Q1 | $5.23M | Buy |
90,845
+3,152
| +4% | +$182K | 1.56% | 19 |
|
|
2021
Q4 | $5.37M | Buy |
87,693
+3,134
| +4% | +$192K | 1.59% | 17 |
|
|
2021
Q3 | $5.16M | Buy |
84,559
+2,425
| +3% | +$148K | 1.61% | 18 |
|
|
2021
Q2 | $5.21M | Buy |
82,134
+3,491
| +4% | +$221K | 1.64% | 17 |
|
|
2021
Q1 | $4.77M | Buy |
78,643
+1,235
| +2% | +$74.9K | 1.61% | 16 |
|
|
2020
Q4 | $4.52M | Buy |
77,408
+666
| +0.9% | +$38.9K | 1.62% | 17 |
|
|
2020
Q3 | $3.87M | Sell |
76,742
-1,340
| -2% | -$67.6K | 1.5% | 17 |
|
|
2020
Q2 | $3.72M | Buy |
78,082
+13,203
| +20% | +$629K | 1.56% | 16 |
|
|
2020
Q1 | $2.66M | Buy |
+64,879
| New | +$2.66M | 1.25% | 18 |
|