MFP
Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $201K | Buy |
3,874
+81
| +2% | +$4.2K | 0.13% | 48 |
|
|
2018
Q1 | $206K | Hold |
3,793
| – | – | 0.12% | 49 |
|
|
2017
Q4 | $207K | Buy |
+3,793
| New | +$207K | 0.12% | 49 |
|
|
2015
Q3 | – | Sell |
-4,222
| Closed | -$205K | – | 51 |
|
|
2015
Q2 | $205K | Sell |
4,222
-679
| -14% | -$33K | 0.14% | 48 |
|
|
2015
Q1 | $239K | Hold |
4,901
| – | – | 0.16% | 46 |
|
|
2014
Q4 | $229K | Hold |
4,901
| – | – | 0.16% | 46 |
|
|
2014
Q3 | $241K | Sell |
4,901
-51
| -1% | -$2.51K | 0.17% | 44 |
|
|
2014
Q2 | $259K | Sell |
4,952
-910
| -16% | -$47.6K | 0.18% | 44 |
|
|
2014
Q1 | $295K | Buy |
5,862
+274
| +5% | +$13.8K | 0.21% | 42 |
|
|
2013
Q4 | $283K | Buy |
5,588
+1
| +0% | +$51 | 0.21% | 42 |
|
|
2013
Q3 | $271K | Sell |
5,587
-1
| -0% | -$49 | 0.21% | 40 |
|
|
2013
Q2 | $247K | Buy |
+5,588
| New | +$247K | 0.19% | 42 |
|