Fi3 Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,764
| Closed | -$256K | – | 73 |
|
|
2022
Q3 | $256K | Buy |
5,764
+249
| +5% | +$11.1K | 0.23% | 39 |
|
|
2022
Q2 | $269K | Sell |
5,515
-708
| -11% | -$34.5K | 0.22% | 39 |
|
|
2022
Q1 | $358K | Sell |
6,223
-170
| -3% | -$9.78K | 0.28% | 31 |
|
|
2021
Q4 | $392K | Sell |
6,393
-681
| -10% | -$41.8K | 0.26% | 28 |
|
|
2021
Q3 | $431K | Sell |
7,074
-325
| -4% | -$19.8K | 0.29% | 27 |
|
|
2021
Q2 | $468K | Buy |
7,399
+2,340
| +46% | +$148K | 0.32% | 27 |
|
|
2021
Q1 | $307K | Buy |
+5,059
| New | +$307K | 0.26% | 35 |
|