GAG
GM Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Buy |
+3,186
| New | +$214K | 0.01% | 271 |
|
2022
Q1 | – | Sell |
-3,265
| Closed | -$200K | – | 217 |
|
2021
Q4 | $200K | Buy |
+3,265
| New | +$200K | 0.02% | 191 |
|
2021
Q3 | – | Sell |
-3,265
| Closed | -$207K | – | 209 |
|
2021
Q2 | $207K | Buy |
+3,265
| New | +$207K | 0.02% | 190 |
|
2021
Q1 | – | Sell |
-4,265
| Closed | -$249K | – | 205 |
|
2020
Q4 | $249K | Sell |
4,265
-149
| -3% | -$8.7K | 0.03% | 152 |
|
2020
Q3 | $223K | Sell |
4,414
-2,000
| -31% | -$101K | 0.03% | 149 |
|
2020
Q2 | $305K | Sell |
6,414
-245
| -4% | -$11.7K | 0.06% | 141 |
|
2020
Q1 | $273K | Sell |
6,659
-557
| -8% | -$22.8K | 0.07% | 99 |
|
2019
Q4 | $388K | Sell |
7,216
-660
| -8% | -$35.5K | 0.12% | 57 |
|
2019
Q3 | $393K | Hold |
7,876
| – | – | 0.12% | 64 |
|
2019
Q2 | $402K | Sell |
7,876
-999
| -11% | -$51K | 0.13% | 64 |
|
2019
Q1 | $445K | Hold |
8,875
| – | – | 0.15% | 64 |
|
2018
Q4 | $405K | Sell |
8,875
-23,498
| -73% | -$1.07M | 0.15% | 63 |
|
2018
Q3 | $1.69M | Sell |
32,373
-420
| -1% | -$21.9K | 0.53% | 31 |
|
2018
Q2 | $1.7M | Sell |
32,793
-3,375
| -9% | -$175K | 0.5% | 31 |
|
2018
Q1 | $1.97M | Sell |
36,168
-300
| -0.8% | -$16.3K | 0.59% | 28 |
|
2017
Q4 | $2M | Sell |
36,468
-1,700
| -4% | -$93K | 0.54% | 30 |
|
2017
Q3 | $2.01M | Sell |
38,168
-598
| -2% | -$31.5K | 0.61% | 27 |
|
2017
Q2 | $1.94M | Buy |
38,766
+1,740
| +5% | +$87K | 0.61% | 29 |
|
2017
Q1 | $1.77M | Buy |
37,026
+15,739
| +74% | +$753K | 0.61% | 29 |
|
2016
Q4 | $940K | Buy |
21,287
+10,400
| +96% | +$459K | 0.33% | 44 |
|
2016
Q3 | $495K | Buy |
+10,887
| New | +$495K | 0.18% | 43 |
|
2016
Q1 | – | Sell |
-82,221
| Closed | -$3.57M | – | 56 |
|
2015
Q4 | $3.57M | Buy |
+82,221
| New | +$3.57M | 1.79% | 15 |
|
2014
Q3 | – | Sell |
-4,429
| Closed | -$232K | – | 89 |
|
2014
Q2 | $232K | Hold |
4,429
| – | – | 0.2% | 60 |
|
2014
Q1 | $226K | Hold |
4,429
| – | – | 0.18% | 68 |
|
2013
Q4 | $225K | Buy |
+4,429
| New | +$225K | 0.23% | 56 |
|