First Personal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-71
| Closed | -$4K | – | 521 |
|
|
2019
Q4 | $4K | Sell |
71
-1,334
| -95% | -$75.2K | ﹤0.01% | 324 |
|
|
2019
Q3 | $70K | Sell |
1,405
-13,900
| -91% | -$693K | 0.02% | 214 |
|
|
2019
Q2 | $780K | Buy |
15,305
+3,800
| +33% | +$194K | 0.22% | 89 |
|
|
2019
Q1 | $577K | Buy |
11,505
+535
| +5% | +$26.8K | 0.18% | 107 |
|
|
2018
Q4 | $500K | Hold |
10,970
| – | – | 0.17% | 108 |
|
|
2018
Q3 | $571K | Hold |
10,970
| – | – | 0.18% | 108 |
|
|
2018
Q2 | $569K | Hold |
10,970
| – | – | 0.19% | 107 |
|
|
2018
Q1 | $596K | Buy |
10,970
+2,000
| +22% | +$109K | 0.13% | 137 |
|
|
2017
Q4 | $491K | Hold |
8,970
| – | – | 0.1% | 156 |
|
|
2017
Q3 | $473K | Buy |
+8,970
| New | +$473K | 0.1% | 149 |
|