Jamison Private 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
Q4 | – | Sell |
-1,275
| Closed | -$80.3K | – | 463 |
|
|
2024
Q3 | $80.3K | Buy |
1,275
+5
| +0.4% | +$315 | 0.01% | 232 |
|
|
2024
Q2 | $74.5K | Buy |
1,270
+10
| +0.8% | +$587 | 0.01% | 231 |
|
|
2024
Q1 | $73.9K | Buy |
1,260
+4
| +0.3% | +$235 | 0.01% | 236 |
|
|
2023
Q4 | $70.5K | Buy |
1,256
+19
| +2% | +$1.07K | 0.01% | 220 |
|
|
2023
Q3 | $64.2K | Buy |
+1,237
| New | +$64.2K | 0.01% | 217 |
|