VWM
Valley Wealth Managers’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Hold |
1,769
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $64.4K | Hold |
1,769
| – | – | ﹤0.01% | 195 |
|
|
2024
Q4 | $60.4K | Sell |
1,769
-2,820
| -61% | -$96.2K | ﹤0.01% | 203 |
|
|
2024
Q3 | $172K | Hold |
4,589
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $161K | Sell |
4,589
-112
| -2% | -$3.93K | 0.01% | 190 |
|
|
2024
Q1 | $168K | Sell |
4,701
-100
| -2% | -$3.58K | 0.01% | 185 |
|
|
2023
Q4 | $163K | Hold |
4,801
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $149K | Sell |
4,801
-249
| -5% | -$7.72K | 0.01% | 190 |
|
|
2023
Q2 | $164K | Sell |
5,050
-50
| -1% | -$1.63K | 0.01% | 170 |
|
|
2023
Q1 | $164K | Hold |
5,100
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $151K | Hold |
5,100
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $132K | Sell |
5,100
-725
| -12% | -$18.8K | 0.01% | 196 |
|
|
2022
Q2 | $168K | Hold |
5,825
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $200K | Hold |
5,825
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $212K | Buy |
5,825
+50
| +0.9% | +$1.82K | 0.02% | 188 |
|
|
2021
Q3 | $209K | Hold |
5,775
| – | – | 0.02% | 183 |
|
|
2021
Q2 | $212K | Hold |
5,775
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $204K | Buy |
+5,775
| New | +$204K | 0.02% | 161 |
|