Fiduciary Wealth Partners’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 |
-48,454
| Closed | -$2.42M | – | 9 |
|
|
2017
Q2 | $2.42M | Hold |
48,454
| – | – | 2.97% | 5 |
|
|
2017
Q1 | $2.32M | Hold |
48,454
| – | – | 2.35% | 6 |
|
|
2016
Q4 | $2.19M | Hold |
48,454
| – | – | 2.21% | 6 |
|
|
2016
Q3 | $2.2M | Hold |
48,454
| – | – | 2.2% | 6 |
|
|
2016
Q2 | $2.08M | Buy |
48,454
+1,121
| +2% | +$48K | 2.21% | 6 |
|
|
2016
Q1 | $2.04M | Hold |
47,333
| – | – | 2.15% | 6 |
|
|
2015
Q4 | $2.06M | Buy |
+47,333
| New | +$2.06M | 1.8% | 6 |
|