KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $500K | Buy |
10,154
+888
| +10% | +$43.7K | 0.07% | 265 |
|
|
2014
Q2 | $485K | Buy |
9,266
+1,891
| +26% | +$99K | 0.07% | 279 |
|
|
2014
Q1 | $371K | Sell |
7,375
-700
| -9% | -$35.2K | 0.06% | 327 |
|
|
2013
Q4 | $410K | Sell |
8,075
-744
| -8% | -$37.8K | 0.07% | 310 |
|
|
2013
Q3 | $429K | Buy |
8,819
+1,832
| +26% | +$89.1K | 0.1% | 221 |
|
|
2013
Q2 | $309K | Buy |
+6,987
| New | +$309K | 0.09% | 255 |
|