Lenox Wealth Advisors’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 | $225K | Hold |
3,931
| – | – | 0.03% | 105 |
|
|
2021
Q4 | $241K | Buy |
3,931
+177
| +5% | +$10.9K | 0.03% | 96 |
|
|
2021
Q3 | $229K | Hold |
3,754
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $238K | Hold |
3,754
| – | – | 0.03% | 95 |
|
|
2021
Q1 | $228K | Buy |
+3,754
| New | +$228K | 0.03% | 77 |
|
|
2018
Q1 | – | Sell |
-177
| Closed | -$10K | – | 564 |
|
|
2017
Q4 | $10K | Buy |
+177
| New | +$10K | ﹤0.01% | 172 |
|