Ropes Wealth Advisors’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
Q3 | $586K | Hold |
|
|||||
|
2023
Q2 | $615K | Buy |
|
|||||
|
2023
Q1 | $599K | Buy |
|
|||||
|
2022
Q4 | $545K | Sell |
|
|||||
|
2022
Q3 | $513K | Buy |
|
|||||
|
2022
Q2 | $572K | Sell |
|
|||||
|
2022
Q1 | $743K | Buy |
|
|||||
|
2021
Q4 | $727K | Buy |
|
|||||
|
2021
Q3 | $720K | Sell |
|
|||||
|
2021
Q2 | $766K | Buy |
|
|||||
|
2021
Q1 | $646K | Buy |
|
|||||
|
2020
Q4 | $600K | Buy |
|
|||||
|
2020
Q3 | $511K | Hold |
|
|||||
|
2020
Q2 | $482K | Hold |
|
|||||
|
2020
Q1 | $416K | Sell |
|
|||||
|
2019
Q4 | $713K | Hold |
|
|||||
|
2019
Q3 | $662K | Sell |
|
|||||
|
2019
Q2 | $721K | Hold |
|
|||||
|
2019
Q1 | $710K | Buy |
|
|||||
|
2018
Q4 | $628K | Sell |
|
|||||
|
2018
Q3 | $759K | Sell |
|
|||||
|
2018
Q2 | $1.26M | Hold |
|
|||||
|
2018
Q1 | $1.32M | Sell |
|
|||||
|
2017
Q4 | $1.56M | Buy |
|
|||||
|
2017
Q3 | $1.28M | Buy |
|