Madrona Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-172,998
| Closed | -$9.3M | – | 60 |
|
|
2019
Q4 | $9.3M | Buy |
172,998
+514
| +0.3% | +$27.6K | 6.75% | 2 |
|
|
2019
Q3 | $8.61M | Sell |
172,484
-423
| -0.2% | -$21.1K | 6.32% | 2 |
|
|
2019
Q2 | $8.82M | Buy |
172,907
+154,207
| +825% | +$7.86M | 8.18% | 2 |
|
|
2019
Q1 | $938K | Buy |
18,700
+10,820
| +137% | +$543K | 1.03% | 17 |
|
|
2018
Q4 | $359K | Buy |
7,880
+1,040
| +15% | +$47.4K | 0.32% | 26 |
|
|
2018
Q3 | $356K | Buy |
6,840
+190
| +3% | +$9.89K | 0.27% | 32 |
|
|
2018
Q2 | $345K | Buy |
6,650
+100
| +2% | +$5.19K | 0.28% | 31 |
|
|
2018
Q1 | $356K | Hold |
6,550
| – | – | 0.28% | 31 |
|
|
2017
Q4 | $358K | Buy |
+6,550
| New | +$358K | 0.3% | 29 |
|