WOSD
WFA of San Diego’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 | $1.39M | Buy |
+20,656
| New | +$1.39M | 1.02% | 24 |
|
|
2024
Q3 | $535K | Sell |
8,485
-100
| -1% | -$6.3K | 0.45% | 45 |
|
|
2024
Q2 | $503K | Buy |
+8,585
| New | +$503K | 0.45% | 49 |
|
|
2023
Q3 | $514K | Sell |
9,901
-462
| -4% | -$24K | 0.53% | 40 |
|
|
2023
Q2 | $564K | Buy |
+10,363
| New | +$564K | 0.55% | 36 |
|
|
2023
Q1 | – | Sell |
-28,788
| Closed | -$1.44M | – | 409 |
|
|
2022
Q4 | $1.44M | Buy |
28,788
+153
| +0.5% | +$7.67K | 1.1% | 23 |
|
|
2022
Q3 | $1.27M | Sell |
28,635
-486
| -2% | -$21.6K | 1.14% | 25 |
|
|
2022
Q2 | $1.46M | Sell |
29,121
-219
| -0.7% | -$10.9K | 1.25% | 18 |
|
|
2022
Q1 | $1.69M | Sell |
29,340
-3,511
| -11% | -$202K | 1.29% | 20 |
|
|
2021
Q4 | $2.01M | Buy |
32,851
+827
| +3% | +$50.7K | 1.17% | 19 |
|
|
2021
Q3 | $1.95M | Buy |
32,024
+1,916
| +6% | +$117K | 1.37% | 14 |
|
|
2021
Q2 | $1.91M | Buy |
30,108
+2,020
| +7% | +$128K | 1.48% | 15 |
|
|
2021
Q1 | $1.7M | Sell |
28,088
-2,902
| -9% | -$176K | 1.42% | 16 |
|
|
2020
Q4 | $58 | Sell |
30,990
-435
| -1% | -$1 | 0.02% | 69 |
|
|
2020
Q3 | $1.59M | Sell |
31,425
-470
| -1% | -$23.7K | 1.5% | 12 |
|
|
2020
Q2 | $1.52M | Buy |
+31,895
| New | +$1.52M | 0.36% | 71 |
|