Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $363K | Buy |
7,266
+953
| +15% | +$47.6K | 0.03% | 279 |
|
|
2022
Q1 | $364K | Buy |
6,313
+329
| +5% | +$19K | 0.02% | 303 |
|
|
2021
Q4 | $367K | Buy |
5,984
+1,907
| +47% | +$117K | 0.02% | 303 |
|
|
2021
Q3 | $249K | Sell |
4,077
-9
| -0.2% | -$550 | 0.02% | 333 |
|
|
2021
Q2 | $259K | Sell |
4,086
-55
| -1% | -$3.49K | 0.02% | 337 |
|
|
2021
Q1 | $251K | Sell |
4,141
-295
| -7% | -$17.9K | 0.02% | 325 |
|
|
2020
Q4 | $259K | Sell |
4,436
-17
| -0.4% | -$993 | 0.02% | 305 |
|
|
2020
Q3 | $225K | Sell |
4,453
-206
| -4% | -$10.4K | 0.02% | 304 |
|
|
2020
Q2 | $222K | Buy |
+4,659
| New | +$222K | 0.02% | 296 |
|
|
2020
Q1 | – | Sell |
-3,814
| Closed | -$205K | – | 361 |
|
|
2019
Q4 | $205K | Buy |
+3,814
| New | +$205K | 0.02% | 267 |
|
|
2019
Q1 | – | Sell |
-4,423
| Closed | -$202K | – | 293 |
|
|
2018
Q4 | $202K | Buy |
+4,423
| New | +$202K | 0.04% | 241 |
|