WFAG
Wescott Financial Advisory Group’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 | $1.09M | Buy |
16,199
+4,937
| +44% | +$332K | 0.1% | 85 |
|
|
2025
Q1 | $683K | Sell |
11,262
-819
| -7% | -$49.7K | 0.07% | 97 |
|
|
2024
Q4 | $694K | Sell |
12,081
-102
| -0.8% | -$5.86K | 0.07% | 97 |
|
|
2024
Q3 | $768K | Buy |
12,183
+20
| +0.2% | +$1.26K | 0.08% | 94 |
|
|
2024
Q2 | $713K | Sell |
12,163
-67
| -0.5% | -$3.93K | 0.08% | 94 |
|
|
2024
Q1 | $717K | Buy |
12,230
+6,892
| +129% | +$404K | 0.09% | 88 |
|
|
2023
Q4 | $300K | Sell |
5,338
-550
| -9% | -$30.9K | 0.04% | 132 |
|
|
2023
Q3 | $305K | Sell |
5,888
-594
| -9% | -$30.8K | 0.06% | 128 |
|
|
2023
Q2 | $353K | Sell |
6,482
-223
| -3% | -$12.1K | 0.06% | 121 |
|
|
2023
Q1 | $358K | Sell |
6,705
-5,438
| -45% | -$291K | 0.08% | 116 |
|
|
2022
Q4 | $609K | Sell |
12,143
-174
| -1% | -$8.72K | 0.13% | 81 |
|
|
2022
Q3 | $546K | Buy |
12,317
+68
| +0.6% | +$3.01K | 0.15% | 80 |
|
|
2022
Q2 | $612K | Buy |
12,249
+142
| +1% | +$7.1K | 0.17% | 73 |
|
|
2022
Q1 | $697K | Buy |
+12,107
| New | +$697K | 0.18% | 69 |
|