JWS
Juncture Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,803
| Closed | -$354K | – | 114 |
|
|
2018
Q3 | $354K | Sell |
6,803
-81,337
| -92% | -$4.23M | 0.19% | 88 |
|
|
2018
Q2 | $4.57M | Sell |
88,140
-82,494
| -48% | -$4.28M | 2.45% | 12 |
|
|
2018
Q1 | $9.28M | Sell |
170,634
-1,052
| -0.6% | -$57.2K | 5.17% | 3 |
|
|
2017
Q4 | $9.4M | Sell |
171,686
-2,417
| -1% | -$132K | 5.28% | 2 |
|
|
2017
Q3 | $9.18M | Buy |
+174,103
| New | +$9.18M | 5.15% | 3 |
|