B. Riley 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 | $927 | Buy |
+18,551
| New | +$927 | ﹤0.01% | 304 |
|
2020
Q3 | – | Sell |
-94,234
| Closed | -$4.31M | – | 529 |
|
2020
Q2 | $4.31M | Sell |
94,234
-6,230
| -6% | -$285K | 0.47% | 56 |
|
2020
Q1 | $4.12M | Buy |
100,464
+87,949
| +703% | +$3.61M | 0.43% | 65 |
|
2019
Q4 | $673K | Buy |
12,515
+1,891
| +18% | +$102K | 0.1% | 186 |
|
2019
Q3 | $530K | Hold |
10,624
| – | – | 0.09% | 196 |
|
2019
Q2 | $542 | Buy |
10,624
+1,386
| +15% | +$71 | 0.08% | 198 |
|
2019
Q1 | $463K | Buy |
9,238
+382
| +4% | +$19.1K | 0.08% | 217 |
|
2018
Q4 | $404K | Buy |
+8,856
| New | +$404K | 0.08% | 205 |
|