Palisades Hudson Asset Management’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 |
-8,098
| Closed | -$900K | – | 108 |
|
|
2019
Q4 | $900K | Buy |
8,098
+109
| +1% | +$12.1K | 0.58% | 23 |
|
|
2019
Q3 | $814K | Buy |
7,989
+31
| +0.4% | +$3.16K | 0.57% | 25 |
|
|
2019
Q2 | $838K | Buy |
7,958
+45
| +0.6% | +$4.74K | 0.58% | 25 |
|
|
2019
Q1 | $824K | Buy |
7,913
+53
| +0.7% | +$5.52K | 0.53% | 25 |
|
|
2018
Q4 | $744K | Buy |
7,860
+4,574
| +139% | +$433K | 0.44% | 29 |
|
|
2018
Q3 | $369K | Hold |
3,286
| – | – | 0.19% | 71 |
|
|
2018
Q2 | $379K | Buy |
3,286
+16
| +0.5% | +$1.85K | 0.2% | 62 |
|
|
2018
Q1 | $390K | Hold |
3,270
| – | – | 0.21% | 62 |
|
|
2017
Q4 | $390K | Buy |
3,270
+42
| +1% | +$5.01K | 0.21% | 64 |
|
|
2017
Q3 | $371K | Sell |
3,228
-3,785
| -54% | -$435K | 0.21% | 63 |
|
|
2017
Q2 | $351K | Buy |
+7,013
| New | +$351K | 0.21% | 65 |
|