LFG
LifePlan Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $417K | Sell |
8,260
-1,346
| -14% | -$68K | 0.18% | 87 |
|
|
2020
Q2 | $457K | Hold |
9,606
| – | – | 0.21% | 79 |
|
|
2020
Q1 | $394K | Buy |
9,606
+120
| +1% | +$4.92K | 0.21% | 82 |
|
|
2019
Q4 | $510K | Hold |
9,486
| – | – | 0.23% | 75 |
|
|
2019
Q3 | $473K | Hold |
9,486
| – | – | 0.22% | 76 |
|
|
2019
Q2 | $484K | Hold |
9,486
| – | – | 0.23% | 71 |
|
|
2019
Q1 | $476K | Sell |
9,486
-95
| -1% | -$4.77K | 0.25% | 67 |
|
|
2018
Q4 | $437K | Hold |
9,581
| – | – | 0.27% | 64 |
|
|
2018
Q3 | $499K | Buy |
9,581
+389
| +4% | +$20.3K | 0.27% | 63 |
|
|
2018
Q2 | $477K | Buy |
9,192
+306
| +3% | +$15.9K | 0.27% | 64 |
|
|
2018
Q1 | $483K | Sell |
8,886
-758
| -8% | -$41.2K | 0.28% | 60 |
|
|
2017
Q4 | $508K | Hold |
9,644
| – | – | 0.32% | 58 |
|
|
2017
Q3 | $508K | Sell |
9,644
-465
| -5% | -$24.5K | 0.32% | 58 |
|
|
2017
Q2 | $506K | Hold |
10,109
| – | – | 0.35% | 60 |
|
|
2017
Q1 | $484K | Buy |
10,109
+243
| +2% | +$11.6K | 0.34% | 61 |
|
|
2016
Q4 | $436K | Sell |
9,866
-515
| -5% | -$22.8K | 0.31% | 73 |
|
|
2016
Q3 | $472K | Buy |
10,381
+416
| +4% | +$18.9K | 0.32% | 60 |
|
|
2016
Q2 | $427K | Hold |
9,965
| – | – | 0.29% | 60 |
|
|
2016
Q1 | $430K | Buy |
9,965
+887
| +10% | +$38.3K | 0.31% | 54 |
|
|
2015
Q4 | $394K | Hold |
9,078
| – | – | 0.28% | 55 |
|
|
2015
Q3 | $387K | Sell |
9,078
-65
| -0.7% | -$2.77K | 0.28% | 61 |
|
|
2015
Q2 | $444K | Sell |
9,143
-33
| -0.4% | -$1.6K | 0.3% | 62 |
|
|
2015
Q1 | $447K | Buy |
9,176
+410
| +5% | +$20K | 0.3% | 42 |
|
|
2014
Q4 | $411K | Sell |
8,766
-1,899
| -18% | -$89K | 0.27% | 44 |
|
|
2014
Q3 | $525K | Buy |
10,665
+400
| +4% | +$19.7K | 0.44% | 38 |
|
|
2014
Q2 | $537K | Buy |
10,265
+118
| +1% | +$6.17K | 0.38% | 37 |
|
|
2014
Q1 | $510K | Buy |
10,147
+262
| +3% | +$13.2K | 0.41% | 37 |
|
|
2013
Q4 | $501K | Buy |
9,885
+2,125
| +27% | +$108K | 0.34% | 38 |
|
|
2013
Q3 | $377K | Buy |
7,760
+2,685
| +53% | +$130K | 0.31% | 37 |
|
|
2013
Q2 | $224K | Buy |
+5,075
| New | +$224K | 0.25% | 40 |
|