SMFS
Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-931
| Closed | -$38K | – | 719 |
|
|
2020
Q1 | $38K | Sell |
931
-11
| -1% | -$449 | 0.02% | 383 |
|
|
2019
Q4 | $50K | Buy |
+942
| New | +$50K | 0.03% | 406 |
|
|
2019
Q3 | – | Sell |
-3,184
| Closed | -$162K | – | 695 |
|
|
2019
Q2 | $162K | Sell |
3,184
-2,934
| -48% | -$149K | 0.11% | 194 |
|
|
2019
Q1 | $306K | Sell |
6,118
-4,830
| -44% | -$242K | 0.23% | 108 |
|
|
2018
Q4 | $499K | Hold |
10,948
| – | – | 0.48% | 45 |
|
|
2018
Q3 | $570K | Hold |
10,948
| – | – | 0.51% | 39 |
|
|
2018
Q2 | $568K | Sell |
10,948
-1,199
| -10% | -$62.2K | 0.5% | 42 |
|
|
2018
Q1 | $660K | Sell |
12,147
-452
| -4% | -$24.6K | 0.83% | 30 |
|
|
2017
Q4 | $734K | Buy |
+12,599
| New | +$734K | 0.89% | 29 |
|