Iams Wealth Management’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
Q2 | – | Sell |
-11,996
| Closed | -$682K | – | 155 |
|
|
2024
Q1 | $682K | Buy |
11,996
+4,215
| +54% | +$239K | 0.42% | 72 |
|
|
2023
Q4 | $437K | Sell |
7,781
-9,102
| -54% | -$511K | 0.28% | 89 |
|
|
2023
Q3 | $876K | Buy |
+16,883
| New | +$876K | 0.61% | 57 |
|
|
2023
Q2 | – | Sell |
-15,516
| Closed | -$827K | – | 130 |
|
|
2023
Q1 | $827K | Buy |
15,516
+537
| +4% | +$28.6K | 0.69% | 54 |
|
|
2022
Q4 | $751K | Buy |
+14,979
| New | +$751K | 0.76% | 43 |
|