Perfromance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-77,245
| Closed | -$4.34M | – | 184 |
|
|
2023
Q4 | $4.34M | Buy |
77,245
+856
| +1% | +$48.1K | 0.19% | 41 |
|
|
2023
Q3 | $3.96M | Buy |
76,389
+12,942
| +20% | +$671K | 0.19% | 43 |
|
|
2023
Q2 | $3.43M | Buy |
63,447
+15,446
| +32% | +$835K | 0.16% | 48 |
|
|
2023
Q1 | $2.57M | Buy |
48,001
+32,549
| +211% | +$1.74M | 0.13% | 53 |
|
|
2022
Q4 | $775K | Buy |
+15,452
| New | +$775K | 0.05% | 81 |
|