GWA
Guidant Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $971K | Sell |
19,468
-399
| -2% | -$19.9K | 0.36% | 46 |
|
2019
Q2 | $1.01M | Sell |
19,867
-215
| -1% | -$11K | 0.39% | 47 |
|
2019
Q1 | $1.01M | Sell |
20,082
-318
| -2% | -$15.9K | 0.39% | 48 |
|
2018
Q4 | $929K | Buy |
+20,400
| New | +$929K | 0.43% | 47 |
|
2017
Q3 | – | Sell |
-21,344
| Closed | -$1.07M | – | 232 |
|
2017
Q2 | $1.07M | Sell |
21,344
-1,469
| -6% | -$73.4K | 0.55% | 40 |
|
2017
Q1 | $1.09M | Sell |
22,813
-5,211
| -19% | -$248K | 0.57% | 40 |
|
2016
Q4 | $1.28M | Sell |
28,024
-14,356
| -34% | -$655K | 0.72% | 38 |
|
2016
Q3 | $1.92M | Buy |
+42,380
| New | +$1.92M | 1.18% | 28 |
|