Sheaff Brock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,892
| Closed | -$203K | – | 518 |
|
|
2018
Q3 | $203K | Buy |
+3,892
| New | +$203K | 0.02% | 438 |
|
|
2018
Q2 | – | Sell |
-3,729
| Closed | -$203K | – | 545 |
|
|
2018
Q1 | $203K | Hold |
3,729
| – | – | 0.02% | 441 |
|
|
2017
Q4 | $204K | Buy |
+3,729
| New | +$204K | 0.03% | 450 |
|
|
2017
Q3 | – | Sell |
-4,565
| Closed | -$228K | – | 622 |
|
|
2017
Q2 | $228K | Sell |
4,565
-660
| -13% | -$33K | 0.03% | 471 |
|
|
2017
Q1 | $250K | Buy |
5,225
+48
| +0.9% | +$2.3K | 0.03% | 444 |
|
|
2016
Q4 | $229K | Buy |
5,177
+261
| +5% | +$11.5K | 0.03% | 477 |
|
|
2016
Q3 | $223K | Hold |
4,916
| – | – | 0.03% | 438 |
|
|
2016
Q2 | $211K | Sell |
4,916
-173
| -3% | -$7.43K | 0.03% | 465 |
|
|
2016
Q1 | $220K | Sell |
5,089
-121
| -2% | -$5.23K | 0.03% | 466 |
|
|
2015
Q4 | $226K | Buy |
+5,210
| New | +$226K | 0.03% | 477 |
|