Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,825
| Closed | -$208K | – | 110 |
|
|
2018
Q1 | $208K | Sell |
3,825
-250
| -6% | -$13.6K | 0.11% | 105 |
|
|
2017
Q4 | $223K | Sell |
4,075
-100
| -2% | -$5.47K | 0.11% | 107 |
|
|
2017
Q3 | $220K | Hold |
4,175
| – | – | 0.12% | 106 |
|
|
2017
Q2 | $209K | Buy |
+4,175
| New | +$209K | 0.11% | 108 |
|
|
2017
Q1 | – | Sell |
-3,775
| Closed | -$167K | – | 251 |
|
|
2016
Q4 | $167K | Buy |
3,775
+100
| +3% | +$4.42K | 0.09% | 111 |
|
|
2016
Q3 | $166K | Buy |
3,675
+350
| +11% | +$15.8K | 0.09% | 112 |
|
|
2016
Q2 | $143K | Sell |
3,325
-100
| -3% | -$4.3K | 0.08% | 123 |
|
|
2016
Q1 | $147K | Buy |
+3,425
| New | +$147K | 0.09% | 128 |
|