Circle Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q4 | $470K | Buy |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $2.55M | Sell |
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|
2018
Q4 | $5.18M | Buy |
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|
2018
Q3 | $2.78M | Sell |
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|
2018
Q2 | $2.91M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.64M | Buy |
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|
2017
Q3 | $2.47M | Buy |
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|
2017
Q2 | $2.2M | Buy |
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|
2017
Q1 | $2.08M | Sell |
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|
2016
Q4 | $1.96M | Buy |
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