Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-12,151
| Closed | -$661K | – | 1428 |
|
|
2018
Q1 | $661K | Hold |
12,151
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $665K | Buy |
12,151
+500
| +4% | +$27.4K | 0.06% | 142 |
|
|
2017
Q3 | $614K | Buy |
11,651
+1,000
| +9% | +$52.7K | 0.05% | 172 |
|
|
2017
Q2 | $533K | Hold |
10,651
| – | – | 0.04% | 181 |
|
|
2017
Q1 | $509K | Buy |
10,651
+1,321
| +14% | +$63.1K | 0.05% | 178 |
|
|
2016
Q4 | $412K | Buy |
+9,330
| New | +$412K | 0.04% | 188 |
|