Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$23.5K | – | 1170 |
|
|
2024
Q2 | $23.5K | Hold |
400
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $23.5K | Hold |
400
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $22.5K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $20.7K | Hold |
400
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $21.8K | Hold |
400
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $21.4K | Hold |
400
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $20.1K | Buy |
+400
| New | +$20.1K | ﹤0.01% | 532 |
|
|
2021
Q2 | – | Sell |
-2,427
| Closed | -$147K | – | 670 |
|
|
2021
Q1 | $147K | Hold |
2,427
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $142K | Hold |
2,427
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $122K | Hold |
2,427
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $116K | Hold |
2,427
| – | – | 0.02% | 203 |
|
|
2020
Q1 | $100K | Buy |
+2,427
| New | +$100K | 0.02% | 199 |
|