WC
Wealth CMT’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
Q2 | – | Sell |
-261,342
| Closed | -$14M | – | 24 |
|
|
2023
Q1 | $14M | Buy |
261,342
+395
| +0.2% | +$21.1K | 15.55% | 2 |
|
|
2022
Q4 | $13.1M | Buy |
260,947
+13,397
| +5% | +$672K | 6.95% | 4 |
|
|
2022
Q3 | $11M | Buy |
247,550
+25,915
| +12% | +$1.15M | 6.59% | 5 |
|
|
2022
Q2 | $11.1M | Buy |
221,635
+12,224
| +6% | +$611K | 6.45% | 6 |
|
|
2022
Q1 | $12.1M | Buy |
209,411
+17,675
| +9% | +$1.02M | 6.15% | 6 |
|
|
2021
Q4 | $11.8M | Buy |
+191,736
| New | +$11.8M | 6.03% | 6 |
|
|
2021
Q2 | – | Sell |
-196,100
| Closed | -$11.9M | – | 16 |
|
|
2021
Q1 | $11.9M | Sell |
196,100
-7,838
| -4% | -$476K | 7.01% | 6 |
|
|
2020
Q4 | $11.9M | Sell |
203,938
-5,622
| -3% | -$328K | 7.42% | 5 |
|
|
2020
Q3 | $10.6M | Sell |
209,560
-7,223
| -3% | -$364K | 7.85% | 3 |
|
|
2020
Q2 | $10.3M | Buy |
216,783
+13,651
| +7% | +$650K | 7.98% | 3 |
|
|
2020
Q1 | $8.33M | Buy |
+203,132
| New | +$8.33M | 7.73% | 3 |
|