Great Point Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,075
| Closed | -$254K | – | 67 |
|
|
2022
Q2 | $254K | Hold |
5,075
| – | – | 0.09% | 60 |
|
|
2022
Q1 | $292K | Sell |
5,075
-400
| -7% | -$23K | 0.09% | 52 |
|
|
2021
Q4 | $336K | Hold |
5,475
| – | – | 0.1% | 50 |
|
|
2021
Q3 | $334K | Hold |
5,475
| – | – | 0.11% | 43 |
|
|
2021
Q2 | $347K | Hold |
5,475
| – | – | 0.12% | 42 |
|
|
2021
Q1 | $332K | Sell |
5,475
-3,328
| -38% | -$202K | 0.13% | 40 |
|
|
2020
Q4 | $513K | Buy |
+8,803
| New | +$513K | 0.22% | 34 |
|