Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $262K | Buy |
4,166
+299
| +8% | +$18.8K | 0.04% | 78 |
|
|
2024
Q2 | $227K | Hold |
3,867
| – | – | 0.03% | 77 |
|
|
2024
Q1 | $227K | Hold |
3,867
| – | – | 0.03% | 80 |
|
|
2023
Q4 | $217K | Hold |
3,867
| – | – | 0.03% | 80 |
|
|
2023
Q3 | $201K | Buy |
+3,867
| New | +$201K | 0.04% | 82 |
|
|
2018
Q3 | – | Sell |
-4,118
| Closed | -$213K | – | 48 |
|
|
2018
Q2 | $213K | Hold |
4,118
| – | – | 0.08% | 43 |
|
|
2018
Q1 | $224K | Hold |
4,118
| – | – | 0.08% | 42 |
|
|
2017
Q4 | $225K | Sell |
4,118
-209
| -5% | -$11.4K | 0.08% | 35 |
|
|
2017
Q3 | $228K | Sell |
4,327
-299
| -6% | -$15.8K | 0.08% | 34 |
|
|
2017
Q2 | $231K | Sell |
4,626
-27
| -0.6% | -$1.35K | 0.08% | 33 |
|
|
2017
Q1 | $223K | Hold |
4,653
| – | – | 0.08% | 36 |
|
|
2016
Q4 | $206K | Sell |
4,653
-188
| -4% | -$8.32K | 0.08% | 36 |
|
|
2016
Q3 | $220K | Sell |
4,841
-86
| -2% | -$3.91K | 0.09% | 33 |
|
|
2016
Q2 | $211K | Hold |
4,927
| – | – | 0.1% | 34 |
|
|
2016
Q1 | $213K | Buy |
+4,927
| New | +$213K | 0.11% | 32 |
|
|
2015
Q1 | – | Sell |
-4,341
| Closed | -$209K | – | 33 |
|
|
2014
Q4 | $209K | Buy |
4,341
+103
| +2% | +$4.96K | 0.15% | 30 |
|
|
2014
Q3 | $209K | Sell |
4,238
-64
| -1% | -$3.16K | 0.15% | 30 |
|
|
2014
Q2 | $225K | Sell |
4,302
-1,054
| -20% | -$55.1K | 0.15% | 30 |
|
|
2014
Q1 | $269K | Buy |
5,356
+47
| +0.9% | +$2.36K | 0.19% | 26 |
|
|
2013
Q4 | $269K | Buy |
+5,309
| New | +$269K | 0.19% | 26 |
|