Janiczek 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 | $904K | Sell |
15,413
-1,241
| -7% | -$72.8K | 0.19% | 49 |
|
|
2024
Q1 | $977K | Hold |
16,654
| – | – | 0.21% | 45 |
|
|
2023
Q4 | $935K | Hold |
16,654
| – | – | 0.23% | 41 |
|
|
2023
Q3 | $864K | Hold |
16,654
| – | – | 0.23% | 41 |
|
|
2023
Q2 | $906K | Hold |
16,654
| – | – | 0.25% | 36 |
|
|
2023
Q1 | $908K | Hold |
16,654
| – | – | 0.26% | 33 |
|
|
2022
Q4 | $892K | Hold |
16,654
| – | – | 0.25% | 36 |
|
|
2022
Q3 | $744K | Hold |
16,654
| – | – | 0.24% | 37 |
|
|
2022
Q2 | $860K | Hold |
16,654
| – | – | 0.26% | 37 |
|
|
2022
Q1 | $959K | Sell |
16,654
-4
| -0% | -$230 | 0.26% | 33 |
|
|
2021
Q4 | $1.02M | Sell |
16,658
-187
| -1% | -$11.5K | 0.31% | 31 |
|
|
2021
Q3 | $1.03M | Hold |
16,845
| – | – | 0.36% | 29 |
|
|
2021
Q2 | $1.07M | Hold |
16,845
| – | – | 0.39% | 28 |
|
|
2021
Q1 | $1.02M | Buy |
16,845
+16,360
| +3,373% | +$993K | 0.41% | 28 |
|
|
2020
Q4 | $28K | Hold |
485
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $24K | Hold |
485
| – | – | 0.01% | 146 |
|
|
2020
Q2 | $23K | Buy |
+485
| New | +$23K | 0.01% | 112 |
|
|
2020
Q1 | – | Sell |
-221
| Closed | -$12K | – | 165 |
|
|
2019
Q4 | $12K | Hold |
221
| – | – | 0.01% | 106 |
|
|
2019
Q3 | $11K | Hold |
221
| – | – | 0.01% | 111 |
|
|
2019
Q2 | $11K | Sell |
221
-56
| -20% | -$2.79K | 0.01% | 139 |
|
|
2019
Q1 | $14K | Buy |
277
+1
| +0.4% | +$51 | 0.01% | 108 |
|
|
2018
Q4 | $13K | Hold |
276
| – | – | 0.01% | 103 |
|
|
2018
Q3 | $14K | Hold |
276
| – | – | 0.01% | 90 |
|
|
2018
Q2 | $14K | Buy |
+276
| New | +$14K | 0.01% | 91 |
|