Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-163,000
| Closed | -$9.99M | – | 39 |
|
|
2021
Q4 | $9.99M | Buy |
163,000
+1,874
| +1% | +$115K | 7.26% | 5 |
|
|
2021
Q3 | $9.82M | Buy |
161,126
+31,624
| +24% | +$1.93M | 7.22% | 5 |
|
|
2021
Q2 | $8.21M | Sell |
129,502
-59
| -0% | -$3.74K | 5.92% | 8 |
|
|
2021
Q1 | $7.86M | Buy |
129,561
+114,417
| +756% | +$6.94M | 6.45% | 6 |
|
|
2020
Q4 | $884K | Buy |
+15,144
| New | +$884K | 0.74% | 23 |
|