Pinnacle Wealth Management Group’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 |
-41,084
| Closed | -$2.05M | – | 120 |
|
2022
Q2 | $2.05M | Buy |
41,084
+1,438
| +4% | +$71.9K | 1.72% | 16 |
|
2022
Q1 | $2.28M | Sell |
39,646
-1,103
| -3% | -$63.5K | 1.72% | 15 |
|
2021
Q4 | $2.5M | Sell |
40,749
-2,512
| -6% | -$154K | 1.85% | 14 |
|
2021
Q3 | $2.64M | Buy |
43,261
+2,684
| +7% | +$164K | 1.98% | 15 |
|
2021
Q2 | $2.57M | Buy |
+40,577
| New | +$2.57M | 1.88% | 15 |
|