Polaris Wealth Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $32M | Buy |
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|
2022
Q4 | $27.7M | Sell |
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|
2022
Q3 | $24.2M | Buy |
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|
2022
Q2 | $26.7M | Buy |
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|
2022
Q1 | $15.3M | Sell |
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|
2021
Q4 | $16.9M | Buy |
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|
2021
Q3 | $16.6M | Sell |
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|
2021
Q2 | $17.2M | Sell |
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|
2021
Q1 | $17.6M | Sell |
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|
2020
Q4 | $18.8M | Sell |
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|
2020
Q3 | $18.2M | Sell |
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|
2020
Q2 | $23.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $40.4M | Buy |
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|
2019
Q3 | $11.2M | Sell |
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|
2019
Q2 | $12.3M | Sell |
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|
2019
Q1 | $12.3M | Sell |
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|
2018
Q4 | $11.6M | Sell |
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|
2018
Q3 | $13.6M | Sell |
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|
2018
Q2 | $28M | Sell |
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|
2018
Q1 | $28M | Sell |
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|
2017
Q4 | $33.5M | Buy |
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|
2017
Q3 | $31M | Buy |
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|
2017
Q2 | $26.1M | Buy |
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|
2017
Q1 | $13.9M | Buy |
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|
2016
Q4 | $11.3M | Sell |
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|
2016
Q3 | $11.6M | Sell |
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|
2016
Q2 | $11.4M | Sell |
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|
2016
Q1 | $30.4M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $90K | Sell |
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|
2013
Q4 | $101K | Hold |
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|
2013
Q3 | $96.7K | Buy |
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