WFA
West Financial Advisors’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 | – | Sell |
-2
| Closed | -$104 | – | 204 |
|
|
2023
Q3 | $104 | Hold |
2
| – | – | ﹤0.01% | 206 |
|
|
2023
Q2 | $109 | Sell |
2
-45
| -96% | -$2.45K | ﹤0.01% | 185 |
|
|
2023
Q1 | $2.51K | Sell |
47
-574
| -92% | -$30.7K | ﹤0.01% | 136 |
|
|
2022
Q4 | $31.2K | Buy |
621
+576
| +1,280% | +$28.9K | 0.01% | 88 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 164 |
|
|
2022
Q2 | $2K | Sell |
45
-75
| -63% | -$3.33K | ﹤0.01% | 152 |
|
|
2022
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 157 |
|
|
2021
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 154 |
|
|
2021
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 130 |
|
|
2021
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 125 |
|
|
2021
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 127 |
|
|
2020
Q4 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 128 |
|