Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.01K | – | 115 |
|
|
2022
Q4 | $1.01K | Buy |
+20
| New | +$1.01K | ﹤0.01% | 116 |
|
|
2021
Q4 | – | Sell |
-9,200
| Closed | -$561K | – | 59 |
|
|
2021
Q3 | $561K | Hold |
9,200
| – | – | 0.2% | 33 |
|
|
2021
Q2 | $583K | Hold |
9,200
| – | – | 0.16% | 52 |
|
|
2021
Q1 | $558K | Hold |
9,200
| – | – | 0.17% | 50 |
|
|
2020
Q4 | $537K | Hold |
9,200
| – | – | 0.17% | 51 |
|
|
2020
Q3 | $464K | Hold |
9,200
| – | – | 0.17% | 53 |
|
|
2020
Q2 | $438K | Buy |
9,200
+49
| +0.5% | +$2.33K | 0.17% | 48 |
|
|
2020
Q1 | $375K | Buy |
9,151
+27
| +0.3% | +$1.11K | 0.18% | 47 |
|
|
2019
Q4 | $490K | Buy |
9,124
+97
| +1% | +$5.21K | 0.19% | 45 |
|
|
2019
Q3 | $450K | Buy |
9,027
+59
| +0.7% | +$2.94K | 0.2% | 38 |
|
|
2019
Q2 | $457K | Buy |
8,968
+118
| +1% | +$6.01K | 0.21% | 38 |
|
|
2019
Q1 | $444K | Buy |
8,850
+32
| +0.4% | +$1.61K | 0.21% | 36 |
|
|
2018
Q4 | $402K | Buy |
+8,818
| New | +$402K | 0.22% | 38 |
|