Altavista Wealth Management’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
Q4 | $8.55M | Buy |
139,466
+2,908
| +2% | +$178K | 1.72% | 15 |
|
|
2021
Q3 | $8.33M | Sell |
136,558
-629
| -0.5% | -$38.3K | 1.85% | 13 |
|
|
2021
Q2 | $8.7M | Buy |
137,187
+1,265
| +0.9% | +$80.2K | 1.9% | 12 |
|
|
2021
Q1 | $8.25M | Buy |
135,922
+2,091
| +2% | +$127K | 2.01% | 12 |
|
|
2020
Q4 | $7.81M | Buy |
133,831
+4,301
| +3% | +$251K | 1.98% | 10 |
|
|
2020
Q3 | $6.54M | Sell |
129,530
-1,841
| -1% | -$92.9K | 1.8% | 15 |
|
|
2020
Q2 | $6.26M | Buy |
131,371
+23,673
| +22% | +$1.13M | 1.81% | 17 |
|
|
2020
Q1 | $4.42M | Buy |
107,698
+50,929
| +90% | +$2.09M | 1.51% | 21 |
|
|
2019
Q4 | $3.05M | Buy |
56,769
+2,640
| +5% | +$142K | 0.91% | 34 |
|
|
2019
Q3 | $2.7M | Buy |
54,129
+11,233
| +26% | +$561K | 0.84% | 35 |
|
|
2019
Q2 | $2.19M | Buy |
42,896
+1,461
| +4% | +$74.5K | 0.7% | 40 |
|
|
2019
Q1 | $2.08M | Buy |
41,435
+13,826
| +50% | +$693K | 0.74% | 41 |
|
|
2018
Q4 | $1.26M | Buy |
27,609
+6,405
| +30% | +$292K | 0.51% | 52 |
|
|
2018
Q3 | $1.1M | Buy |
21,204
+4,291
| +25% | +$223K | 0.41% | 61 |
|
|
2018
Q2 | $877K | Buy |
16,913
+26
| +0.2% | +$1.35K | 0.35% | 71 |
|
|
2018
Q1 | $918K | Buy |
16,887
+1,643
| +11% | +$89.3K | 0.39% | 69 |
|
|
2017
Q4 | $834K | Buy |
15,244
+1,156
| +8% | +$63.2K | 0.35% | 73 |
|
|
2017
Q3 | $743K | Buy |
14,088
+264
| +2% | +$13.9K | 0.35% | 65 |
|
|
2017
Q2 | $692K | Buy |
13,824
+505
| +4% | +$25.3K | 0.34% | 67 |
|
|
2017
Q1 | $637K | Buy |
13,319
+29
| +0.2% | +$1.39K | 0.32% | 69 |
|
|
2016
Q4 | $587K | Sell |
13,290
-68
| -0.5% | -$3K | 0.32% | 68 |
|
|
2016
Q3 | $607K | Buy |
13,358
+4,092
| +44% | +$186K | 0.33% | 68 |
|
|
2016
Q2 | $397K | Hold |
9,266
| – | – | 0.22% | 87 |
|
|
2016
Q1 | $400K | Sell |
9,266
-100
| -1% | -$4.32K | 0.23% | 89 |
|
|
2015
Q4 | $407K | Sell |
9,366
-1,700
| -15% | -$73.9K | 0.24% | 86 |
|
|
2015
Q3 | $472K | Sell |
11,066
-1,128
| -9% | -$48.1K | 0.31% | 77 |
|
|
2015
Q2 | $592K | Buy |
12,194
+44
| +0.4% | +$2.14K | 0.36% | 64 |
|
|
2015
Q1 | $592K | Buy |
12,150
+400
| +3% | +$19.5K | 0.36% | 62 |
|
|
2014
Q4 | $548K | Sell |
11,750
-5,700
| -33% | -$266K | 0.34% | 65 |
|
|
2014
Q3 | $859K | Sell |
17,450
-1,000
| -5% | -$49.2K | 0.55% | 47 |
|
|
2014
Q2 | $965K | Buy |
18,450
+150
| +0.8% | +$7.85K | 0.6% | 48 |
|
|
2014
Q1 | $921K | Buy |
18,300
+2,100
| +13% | +$106K | 0.56% | 52 |
|
|
2013
Q4 | $822K | Buy |
16,200
+5,600
| +53% | +$284K | 0.5% | 64 |
|
|
2013
Q3 | $515K | Buy |
10,600
+2,000
| +23% | +$97.2K | 0.34% | 73 |
|
|
2013
Q2 | $380K | Buy |
+8,600
| New | +$380K | 0.26% | 79 |
|