Simplicity Solutions’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.21M | Buy |
57,225
+42,652
| +293% | +$2.39M | 0.09% | 207 |
|
|
2023
Q3 | $756K | Sell |
14,573
-3,904
| -21% | -$203K | 0.02% | 487 |
|
|
2023
Q2 | $1.01M | Sell |
18,477
-3,653
| -17% | -$199K | 0.03% | 463 |
|
|
2023
Q1 | $1.18M | Buy |
+22,130
| New | +$1.18M | 0.03% | 438 |
|
|
2021
Q1 | – | Sell |
-17,544
| Closed | -$1.02M | – | 952 |
|
|
2020
Q4 | $1.02M | Buy |
+17,544
| New | +$1.02M | 0.02% | 535 |
|
|
2020
Q1 | – | Sell |
-4,440
| Closed | -$239K | – | 899 |
|
|
2019
Q4 | $239K | Buy |
+4,440
| New | +$239K | 0.01% | 745 |
|
|
2019
Q3 | – | Sell |
-5,525
| Closed | -$282K | – | 781 |
|
|
2019
Q2 | $282K | Sell |
5,525
-3,009
| -35% | -$154K | 0.01% | 513 |
|
|
2019
Q1 | $428K | Sell |
8,534
-2,878
| -25% | -$144K | 0.03% | 450 |
|
|
2018
Q4 | $520K | Buy |
11,412
+6,723
| +143% | +$306K | 0.07% | 303 |
|
|
2018
Q3 | $244K | Buy |
+4,689
| New | +$244K | 0.01% | 466 |
|
|
2017
Q3 | – | Sell |
-6,367
| Closed | -$319K | – | 374 |
|
|
2017
Q2 | $319K | Buy |
6,367
+133
| +2% | +$6.66K | 0.04% | 307 |
|
|
2017
Q1 | $298K | Buy |
+6,234
| New | +$298K | 0.05% | 296 |
|
|
2016
Q2 | – | Sell |
-4,712
| Closed | -$203K | – | 229 |
|
|
2016
Q1 | $203K | Sell |
4,712
-34,047
| -88% | -$1.47M | 0.12% | 193 |
|
|
2015
Q4 | $1.68M | Buy |
38,759
+12,764
| +49% | +$554K | 0.2% | 143 |
|
|
2015
Q3 | $1.11M | Buy |
+25,995
| New | +$1.11M | 1.19% | 18 |
|