O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,870
| Closed | -$243K | – | 66 |
|
|
2022
Q2 | $243K | Hold |
4,870
| – | – | 0.1% | 41 |
|
|
2022
Q1 | $249K | Hold |
4,870
| – | – | 0.1% | 33 |
|
|
2021
Q4 | $294K | Hold |
4,870
| – | – | 0.1% | 30 |
|
|
2021
Q3 | $296K | Hold |
4,870
| – | – | 0.1% | 27 |
|
|
2021
Q2 | $308K | Hold |
4,870
| – | – | 0.1% | 32 |
|
|
2021
Q1 | $302K | Hold |
4,870
| – | – | 0.1% | 31 |
|
|
2020
Q4 | $297K | Hold |
4,870
| – | – | 0.11% | 28 |
|
|
2020
Q3 | $252K | Buy |
+4,870
| New | +$252K | 0.1% | 29 |
|