Heritage Wealth Management (Arizona)’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
Q4 | $26.2K | Buy |
522
+261
| +100% | +$13.1K | ﹤0.01% | 613 |
|
|
2022
Q3 | $12K | Buy |
261
+36
| +16% | +$1.66K | ﹤0.01% | 627 |
|
|
2022
Q2 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 679 |
|
|
2021
Q3 | $62K | Hold |
1,015
| – | – | 0.02% | 419 |
|
|
2021
Q2 | $64K | Sell |
1,015
-199
| -16% | -$12.5K | 0.02% | 418 |
|
|
2021
Q1 | $74K | Buy |
+1,214
| New | +$74K | 0.04% | 300 |
|