Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $637K | Buy |
+12,250
| New | +$637K | 0.3% | 46 |
|
|
2015
Q4 | – | Sell |
-516
| Closed | -$22K | – | 337 |
|
|
2015
Q3 | $22K | Buy |
516
+5
| +1% | +$213 | 0.01% | 238 |
|
|
2015
Q2 | $24K | Hold |
511
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $25K | Sell |
511
-398
| -44% | -$19.5K | 0.01% | 231 |
|
|
2014
Q4 | $43K | Sell |
909
-48,414
| -98% | -$2.29M | 0.02% | 156 |
|
|
2014
Q3 | $2.43M | Buy |
49,323
+48,005
| +3,642% | +$2.36M | 1.27% | 26 |
|
|
2014
Q2 | $69K | Buy |
1,318
+10
| +0.8% | +$524 | 0.03% | 118 |
|
|
2014
Q1 | $66K | Buy |
1,308
+7
| +0.5% | +$353 | 0.03% | 116 |
|
|
2013
Q4 | $66K | Buy |
1,301
+7
| +0.5% | +$355 | 0.04% | 99 |
|
|
2013
Q3 | $63K | Buy |
1,294
+5
| +0.4% | +$243 | 0.04% | 97 |
|
|
2013
Q2 | $57K | Buy |
+1,289
| New | +$57K | 0.04% | 93 |
|