Beacon Wealthcare Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.3M | Sell |
176,543
-818
| -0.5% | -$47.7K | 5.99% | 3 |
|
|
2020
Q3 | $8.95M | Sell |
177,361
-8,086
| -4% | -$408K | 5.59% | 3 |
|
|
2020
Q2 | $8.83M | Sell |
185,447
-1,926
| -1% | -$91.7K | 5.56% | 3 |
|
|
2020
Q1 | $7.69M | Buy |
187,373
+21,047
| +13% | +$863K | 5.46% | 4 |
|
|
2019
Q4 | $9.06M | Buy |
166,326
+2,677
| +2% | +$146K | 6.24% | 4 |
|
|
2019
Q3 | $8.17M | Buy |
163,649
+11,814
| +8% | +$590K | 5.88% | 4 |
|
|
2019
Q2 | $7.74M | Buy |
151,835
+6,060
| +4% | +$309K | 5.89% | 4 |
|
|
2019
Q1 | $7.31M | Sell |
145,775
-57,694
| -28% | -$2.89M | 5.94% | 4 |
|
|
2018
Q4 | $9.27M | Buy |
203,469
+78,128
| +62% | +$3.56M | 6.12% | 4 |
|
|
2018
Q3 | $6.52M | Buy |
125,341
+6,347
| +5% | +$330K | 5.92% | 3 |
|
|
2018
Q2 | $6.17M | Buy |
118,994
+5,580
| +5% | +$289K | 5.98% | 3 |
|
|
2018
Q1 | $6.17M | Buy |
113,414
+2,058
| +2% | +$112K | 6.36% | 3 |
|
|
2017
Q4 | $6.09M | Buy |
+111,356
| New | +$6.09M | 6.38% | 3 |
|