Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $628K | Sell |
14,157
-1,759
| -11% | -$78K | 0.05% | 119 |
|
|
2022
Q2 | $795K | Buy |
15,916
+7,202
| +83% | +$360K | 0.06% | 116 |
|
|
2022
Q1 | $502K | Buy |
8,714
+78
| +0.9% | +$4.49K | 0.04% | 154 |
|
|
2021
Q4 | $529K | Buy |
8,636
+1,024
| +13% | +$62.7K | 0.04% | 139 |
|
|
2021
Q3 | $464K | Sell |
7,612
-248
| -3% | -$15.1K | 0.04% | 145 |
|
|
2021
Q2 | $498K | Buy |
7,860
+24
| +0.3% | +$1.52K | 0.04% | 140 |
|
|
2021
Q1 | $475K | Buy |
7,836
+409
| +6% | +$24.8K | 0.05% | 142 |
|
|
2020
Q4 | $433K | Sell |
7,427
-165
| -2% | -$9.62K | 0.04% | 141 |
|
|
2020
Q3 | $383K | Buy |
7,592
+18
| +0.2% | +$908 | 0.04% | 135 |
|
|
2020
Q2 | $361K | Buy |
7,574
+14
| +0.2% | +$667 | 0.05% | 132 |
|
|
2020
Q1 | $310K | Buy |
7,560
+8
| +0.1% | +$328 | 0.05% | 132 |
|
|
2019
Q4 | $406K | Buy |
7,552
+98
| +1% | +$5.27K | 0.05% | 137 |
|
|
2019
Q3 | $372K | Sell |
7,454
-836
| -10% | -$41.7K | 0.05% | 139 |
|
|
2019
Q2 | $423K | Buy |
8,290
+28
| +0.3% | +$1.43K | 0.06% | 127 |
|
|
2019
Q1 | $415K | Buy |
8,262
+194
| +2% | +$9.75K | 0.06% | 124 |
|
|
2018
Q4 | $368K | Buy |
8,068
+1,832
| +29% | +$83.6K | 0.06% | 123 |
|
|
2018
Q3 | $325K | Hold |
6,236
| – | – | 0.05% | 143 |
|
|
2018
Q2 | $323K | Buy |
6,236
+17
| +0.3% | +$881 | 0.05% | 140 |
|
|
2018
Q1 | $338K | Sell |
6,219
-652
| -9% | -$35.4K | 0.06% | 122 |
|
|
2017
Q4 | $376K | Buy |
6,871
+2,148
| +45% | +$118K | 0.06% | 119 |
|
|
2017
Q3 | $249K | Buy |
+4,723
| New | +$249K | 0.04% | 131 |
|