Emerson Wealth’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
Q2 | $56K | Hold |
1,118
| – | – | 0.04% | 35 |
|
|
2022
Q1 | $64K | Sell |
1,118
-85
| -7% | -$4.87K | 0.04% | 34 |
|
|
2021
Q4 | $74K | Hold |
1,203
| – | – | 0.04% | 29 |
|
|
2021
Q3 | $73K | Buy |
1,203
+95
| +9% | +$5.77K | 0.04% | 26 |
|
|
2021
Q2 | $70K | Sell |
1,108
-165
| -13% | -$10.4K | 0.04% | 26 |
|
|
2021
Q1 | $77K | Buy |
+1,273
| New | +$77K | 0.05% | 25 |
|
|
2020
Q1 | – | Sell |
-4,304
| Closed | -$231K | – | 25 |
|
|
2019
Q4 | $231K | Hold |
4,304
| – | – | 0.16% | 24 |
|
|
2019
Q3 | $215K | Buy |
4,304
+214
| +5% | +$10.7K | 0.16% | 22 |
|
|
2019
Q2 | $209K | Buy |
+4,090
| New | +$209K | 0.15% | 23 |
|