Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,081
| Closed | -$654K | – | 76 |
|
|
2017
Q2 | $654K | Sell |
13,081
-33,316
| -72% | -$1.67M | 0.76% | 37 |
|
|
2017
Q1 | $2.22M | Hold |
46,397
| – | – | 1.01% | 22 |
|
|
2016
Q4 | $2.05M | Sell |
46,397
-2,944
| -6% | -$130K | 0.94% | 25 |
|
|
2016
Q3 | $2.24M | Sell |
49,341
-2,100
| -4% | -$95.4K | 1.01% | 21 |
|
|
2016
Q2 | $2.2M | Hold |
51,441
| – | – | 1.09% | 20 |
|
|
2016
Q1 | $2.22M | Buy |
51,441
+123
| +0.2% | +$5.31K | 1.02% | 21 |
|
|
2015
Q4 | $2.23M | Sell |
51,318
-123
| -0.2% | -$5.34K | 1.13% | 23 |
|
|
2015
Q3 | $2.19M | Buy |
51,441
+3,058
| +6% | +$130K | 1.19% | 15 |
|
|
2015
Q2 | $2.35M | Buy |
+48,383
| New | +$2.35M | 1.37% | 16 |
|