J.P. Morgan Private Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.7M | Sell |
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|
2023
Q2 | $48.8M | Sell |
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|
2023
Q1 | $200M | Buy |
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|
2022
Q4 | $155M | Sell |
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|
2022
Q3 | $142M | Sell |
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|
2022
Q2 | $171M | Sell |
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|
2022
Q1 | $231M | Buy |
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|
2021
Q4 | $229M | Buy |
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|
2021
Q3 | $211M | Buy |
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|
2021
Q2 | $203M | Buy |
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|
2021
Q1 | $161M | Buy |
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|
2020
Q4 | $106M | Buy |
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|
2020
Q3 | $85.1M | Buy |
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|
2020
Q2 | $74.7M | Sell |
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|
2020
Q1 | $68.7M | Buy |
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|
2019
Q4 | $58.1M | Sell |
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|
2019
Q3 | $58.6M | Buy |
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|
2019
Q2 | $58.8M | Sell |
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|
2019
Q1 | $59.5M | Buy |
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|
2018
Q4 | $47.3M | Sell |
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|
2018
Q3 | $141M | Buy |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $43.9M | Sell |
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|
2017
Q4 | $44.2M | Buy |
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|
2017
Q3 | $42M | Buy |
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|
2017
Q2 | $39.5M | Buy |
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|
2017
Q1 | $294K | Sell |
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|
2016
Q4 | $2.53M | Sell |
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|
2016
Q3 | $3.22M | Buy |
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|
2016
Q2 | $1.3M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $448K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5.75M | Sell |
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|
2013
Q2 | $5.62M | Buy |
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