Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$48K | – | 533 |
|
|
2017
Q1 | $48K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2016
Q4 | $44K | Hold |
1,000
| – | – | 0.01% | 250 |
|
|
2016
Q3 | $45K | Hold |
1,000
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $43K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2016
Q1 | $43K | Hold |
1,000
| – | – | 0.02% | 221 |
|
|
2015
Q4 | $43K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2015
Q3 | $43K | Hold |
1,000
| – | – | 0.02% | 217 |
|
|
2015
Q2 | $49K | Hold |
1,000
| – | – | 0.02% | 220 |
|
|
2015
Q1 | $49K | Hold |
1,000
| – | – | 0.02% | 212 |
|
|
2014
Q4 | $47K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2014
Q3 | $49K | Hold |
1,000
| – | – | 0.02% | 201 |
|
|
2014
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 196 |
|
|
2014
Q1 | $50K | Hold |
1,000
| – | – | 0.02% | 216 |
|
|
2013
Q4 | $51K | Hold |
1,000
| – | – | 0.02% | 204 |
|
|
2013
Q3 | $49K | Sell |
1,000
-401
| -29% | -$19.6K | 0.02% | 205 |
|
|
2013
Q2 | $62K | Buy |
+1,401
| New | +$62K | 0.03% | 176 |
|