Golden State Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,421
| Closed | -$201K | – | 911 |
|
|
2024
Q2 | $201K | Buy |
+3,421
| New | +$201K | 0.04% | 387 |
|
|
2023
Q2 | – | Sell |
-11,701
| Closed | -$626K | – | 406 |
|
|
2023
Q1 | $626K | Buy |
+11,701
| New | +$626K | 0.34% | 81 |
|
|
2022
Q1 | $945K | Sell |
16,407
-6,166
| -27% | -$355K | 0.48% | 62 |
|
|
2021
Q4 | $1.38M | Buy |
22,573
+291
| +1% | +$17.8K | 0.7% | 36 |
|
|
2021
Q3 | $1.36M | Hold |
22,282
| – | – | 0.55% | 40 |
|
|
2021
Q2 | $1.41M | Sell |
22,282
-1,756
| -7% | -$111K | 0.54% | 39 |
|
|
2021
Q1 | $1.46M | Sell |
24,038
-1,988
| -8% | -$121K | 0.83% | 35 |
|
|
2020
Q4 | $1.52M | Buy |
+26,026
| New | +$1.52M | 1.04% | 26 |
|