Capasso Planning 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
Q4 | – | Sell |
-10,097
| Closed | -$636K | – | 150 |
|
|
2024
Q3 | $636K | Buy |
10,097
+1
| +0% | +$63 | 0.19% | 81 |
|
|
2024
Q2 | $592K | Buy |
10,096
+2,829
| +39% | +$166K | 0.19% | 77 |
|
|
2024
Q1 | $426K | Sell |
7,267
-2,008
| -22% | -$118K | 0.18% | 70 |
|
|
2023
Q4 | $521K | Buy |
9,275
+1,773
| +24% | +$99.5K | 0.24% | 59 |
|
|
2023
Q3 | $389K | Buy |
7,502
+2
| +0% | +$104 | 0.21% | 62 |
|
|
2023
Q2 | $408K | Buy |
7,500
+463
| +7% | +$25.2K | 0.22% | 64 |
|
|
2023
Q1 | $376K | Buy |
7,037
+216
| +3% | +$11.6K | 0.22% | 67 |
|
|
2022
Q4 | $342K | Buy |
+6,821
| New | +$342K | 0.22% | 68 |
|