JMFC
J.M. Forbes & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-166,862
| Closed | -$8.97M | – | 107 |
|
|
2019
Q4 | $8.97M | Buy |
166,862
+16,947
| +11% | +$911K | 1.47% | 35 |
|
|
2019
Q3 | $7.48M | Buy |
149,915
+1,027
| +0.7% | +$51.2K | 1.44% | 34 |
|
|
2019
Q2 | $7.59M | Buy |
148,888
+15,653
| +12% | +$798K | 1.47% | 34 |
|
|
2019
Q1 | $6.68M | Buy |
133,235
+3,089
| +2% | +$155K | 1.43% | 34 |
|
|
2018
Q4 | $5.93M | Buy |
+130,146
| New | +$5.93M | 1.4% | 34 |
|