MWPCG
Measured Wealth Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,464
| Closed | -$257K | – | 208 |
|
|
2022
Q1 | $257K | Sell |
4,464
-1,215
| -21% | -$70K | 0.09% | 137 |
|
|
2021
Q4 | $348K | Sell |
5,679
-142
| -2% | -$8.7K | 0.12% | 102 |
|
|
2021
Q3 | $355K | Sell |
5,821
-224
| -4% | -$13.7K | 0.14% | 98 |
|
|
2021
Q2 | $383K | Buy |
6,045
+1
| +0% | +$63 | 0.12% | 110 |
|
|
2021
Q1 | $367K | Hold |
6,044
| – | – | 0.13% | 95 |
|
|
2020
Q4 | $353K | Sell |
6,044
-13
| -0.2% | -$759 | 0.15% | 80 |
|
|
2020
Q3 | $306K | Sell |
6,057
-828
| -12% | -$41.8K | 0.15% | 87 |
|
|
2020
Q2 | $328K | Sell |
6,885
-261
| -4% | -$12.4K | 0.19% | 71 |
|
|
2020
Q1 | $293K | Sell |
7,146
-326
| -4% | -$13.4K | 0.23% | 62 |
|
|
2019
Q4 | $402K | Sell |
7,472
-250
| -3% | -$13.5K | 0.27% | 58 |
|
|
2019
Q3 | $385K | Sell |
7,722
-19,490
| -72% | -$972K | 0.25% | 67 |
|
|
2019
Q2 | $1.39M | Sell |
27,212
-5,498
| -17% | -$280K | 0.8% | 21 |
|
|
2019
Q1 | $1.64M | Buy |
32,710
+2,144
| +7% | +$107K | 1.01% | 16 |
|
|
2018
Q4 | $1.39M | Buy |
30,566
+4,116
| +16% | +$188K | 1.26% | 16 |
|
|
2018
Q3 | $1.38M | Buy |
26,450
+3,712
| +16% | +$193K | 0.83% | 19 |
|
|
2018
Q2 | $1.18M | Buy |
+22,738
| New | +$1.18M | 0.96% | 19 |
|