Lehman & Derafelo Financial Resources’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
Q4 | – | Sell |
-100
| Closed | -$4K | – | 187 |
|
|
2022
Q3 | $4K | Sell |
100
-282
| -74% | -$11.3K | ﹤0.01% | 188 |
|
|
2022
Q2 | $19K | Buy |
+382
| New | +$19K | 0.01% | 153 |
|
|
2020
Q2 | – | Sell |
-4,250
| Closed | -$174K | – | 238 |
|
|
2020
Q1 | $174K | Hold |
4,250
| – | – | 0.07% | 90 |
|
|
2019
Q4 | $228K | Hold |
4,250
| – | – | 0.08% | 91 |
|
|
2019
Q3 | $212K | Sell |
4,250
-2,000
| -32% | -$99.8K | 0.08% | 92 |
|
|
2019
Q2 | $321K | Hold |
6,250
| – | – | 0.13% | 72 |
|
|
2019
Q1 | $313K | Hold |
6,250
| – | – | 0.14% | 70 |
|
|
2018
Q4 | $285K | Buy |
+6,250
| New | +$285K | 0.14% | 67 |
|