Platt Investment Counsel’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
Q4 | – | Sell |
-12,421
| Closed | -$551K | – | 11 |
|
|
2022
Q3 | $551K | Sell |
12,421
-25,915
| -68% | -$1.15M | 0.8% | 8 |
|
|
2022
Q2 | $1.92M | Sell |
38,336
-9,797
| -20% | -$489K | 2.6% | 7 |
|
|
2022
Q1 | $2.77M | Sell |
48,133
-4,272
| -8% | -$246K | 2.58% | 7 |
|
|
2021
Q4 | $3.21M | Sell |
52,405
-2,164
| -4% | -$133K | 2.74% | 8 |
|
|
2021
Q3 | $3.33M | Sell |
54,569
-990
| -2% | -$60.4K | 2.95% | 8 |
|
|
2021
Q2 | $3.52M | Sell |
55,559
-1,313
| -2% | -$83.2K | 3.03% | 8 |
|
|
2021
Q1 | $3.45M | Sell |
56,872
-1,130
| -2% | -$68.6K | 3.09% | 8 |
|
|
2020
Q4 | $3.39M | Buy |
+58,002
| New | +$3.39M | 3.21% | 9 |
|