Acorn Financial Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-47,556
| Closed | -$3.01M | – | 240 |
|
2021
Q2 | $3.01M | Buy |
47,556
+5,496
| +13% | +$348K | 0.89% | 20 |
|
2021
Q1 | $2.57M | Buy |
42,060
+8,676
| +26% | +$530K | 0.94% | 17 |
|
2020
Q4 | $1.95M | Buy |
33,384
+10,852
| +48% | +$633K | 0.76% | 27 |
|
2020
Q3 | $1.14M | Buy |
22,532
+6,215
| +38% | +$314K | 0.6% | 45 |
|
2020
Q2 | $776K | Buy |
+16,317
| New | +$776K | 0.54% | 56 |
|