Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-36,937
| Closed | -$1.68M | – | 284 |
|
|
2018
Q4 | $1.68M | Sell |
36,937
-9,286
| -20% | -$423K | 0.62% | 28 |
|
|
2018
Q3 | $2.41M | Sell |
46,223
-1,085
| -2% | -$56.5K | 0.71% | 22 |
|
|
2018
Q2 | $2.5M | Buy |
47,308
+1,633
| +4% | +$86.4K | 0.73% | 21 |
|
|
2018
Q1 | $2.48M | Buy |
45,675
+4,577
| +11% | +$249K | 0.72% | 25 |
|
|
2017
Q4 | $2.4M | Buy |
+41,098
| New | +$2.4M | 0.6% | 25 |
|