MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,152
| Closed | -$69K | – | 543 |
|
|
2021
Q1 | $69K | Sell |
1,152
-1
| -0.1% | -$60 | 0.03% | 141 |
|
|
2020
Q4 | $68K | Buy |
1,153
+540
| +88% | +$31.8K | 0.03% | 143 |
|
|
2020
Q3 | $31K | Hold |
613
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $29K | Buy |
+613
| New | +$29K | 0.02% | 175 |
|
|
2017
Q3 | – | Sell |
-680
| Closed | -$35K | – | 325 |
|
|
2017
Q2 | $35K | Buy |
+680
| New | +$35K | 0.02% | 184 |
|