BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.2K | Buy |
427
+203
| +91% | +$11K | ﹤0.01% | 556 |
|
|
2023
Q1 | $12K | Hold |
224
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $11.2K | Hold |
224
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $10K | Buy |
224
+1
| +0.4% | +$45 | ﹤0.01% | 713 |
|
|
2022
Q2 | $11K | Hold |
223
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $13K | Sell |
223
-436
| -66% | -$25.4K | ﹤0.01% | 694 |
|
|
2021
Q4 | $40K | Buy |
659
+437
| +197% | +$26.5K | ﹤0.01% | 484 |
|
|
2021
Q3 | $14K | Hold |
222
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $14K | Buy |
222
+1
| +0.5% | +$63 | ﹤0.01% | 702 |
|
|
2021
Q1 | $13K | Sell |
221
-404
| -65% | -$23.8K | ﹤0.01% | 701 |
|
|
2020
Q4 | $36K | Buy |
625
+1
| +0.2% | +$58 | 0.01% | 388 |
|
|
2020
Q3 | $31K | Sell |
624
-24
| -4% | -$1.19K | 0.01% | 382 |
|
|
2020
Q2 | $31K | Buy |
648
+45
| +7% | +$2.15K | 0.01% | 376 |
|
|
2020
Q1 | $25K | Sell |
603
-1,466
| -71% | -$60.8K | 0.01% | 420 |
|
|
2019
Q4 | $111K | Buy |
+2,069
| New | +$111K | 0.03% | 239 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$21K | – | 662 |
|
|
2018
Q2 | $21K | Sell |
400
-500
| -56% | -$26.3K | 0.01% | 382 |
|
|
2018
Q1 | $49K | Buy |
+900
| New | +$49K | 0.02% | 257 |
|