Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
+1,512
| New | +$102K | 0.04% | 145 |
|
|
2018
Q3 | – | Sell |
-2,705
| Closed | -$140K | – | 228 |
|
|
2018
Q2 | $140K | Buy |
2,705
+28
| +1% | +$1.45K | 0.1% | 97 |
|
|
2018
Q1 | $146K | Buy |
2,677
+591
| +28% | +$32.2K | 0.1% | 93 |
|
|
2017
Q4 | $114K | Buy |
2,086
+741
| +55% | +$40.5K | 0.08% | 107 |
|
|
2017
Q3 | $71K | Buy |
1,345
+246
| +22% | +$13K | 0.05% | 127 |
|
|
2017
Q2 | $55K | Buy |
1,099
+11
| +1% | +$551 | 0.04% | 120 |
|
|
2017
Q1 | $52K | Buy |
1,088
+62
| +6% | +$2.96K | 0.04% | 122 |
|
|
2016
Q4 | $45K | Buy |
1,026
+8
| +0.8% | +$351 | 0.04% | 126 |
|
|
2016
Q3 | $46K | Buy |
1,018
+6
| +0.6% | +$271 | 0.04% | 119 |
|
|
2016
Q2 | $43K | Buy |
1,012
+13
| +1% | +$552 | 0.04% | 118 |
|
|
2016
Q1 | $43K | Sell |
999
-2,415
| -71% | -$104K | 0.04% | 112 |
|
|
2015
Q4 | $148K | Buy |
+3,414
| New | +$148K | 0.14% | 66 |
|