Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.5K | Buy |
340
+1
| +0.3% | +$57 | ﹤0.01% | 412 |
|
|
2024
Q3 | $21.3K | Buy |
339
+1
| +0.3% | +$63 | ﹤0.01% | 407 |
|
|
2024
Q2 | $19.8K | Hold |
338
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $19.8K | Buy |
338
+1
| +0.3% | +$59 | ﹤0.01% | 403 |
|
|
2023
Q4 | $18.9K | Sell |
337
-200
| -37% | -$11.2K | ﹤0.01% | 404 |
|
|
2023
Q3 | $27.9K | Hold |
537
| – | – | 0.01% | 350 |
|
|
2023
Q2 | $29.2K | Buy |
537
+1
| +0.2% | +$54 | 0.01% | 348 |
|
|
2023
Q1 | $28.7K | Sell |
536
-656
| -55% | -$35.1K | 0.01% | 353 |
|
|
2022
Q4 | $59.8K | Sell |
1,192
-130
| -10% | -$6.52K | 0.02% | 262 |
|
|
2022
Q3 | $59K | Buy |
1,322
+3
| +0.2% | +$134 | 0.02% | 263 |
|
|
2022
Q2 | $66K | Sell |
1,319
-179
| -12% | -$8.96K | 0.02% | 241 |
|
|
2022
Q1 | $86K | Hold |
1,498
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $92K | Buy |
1,498
+6
| +0.4% | +$368 | 0.02% | 209 |
|
|
2021
Q3 | $91K | Buy |
1,492
+3
| +0.2% | +$183 | 0.02% | 204 |
|
|
2021
Q2 | $94K | Buy |
1,489
+1,437
| +2,763% | +$90.7K | 0.03% | 196 |
|
|
2021
Q1 | $84 | Sell |
52
-1,192
| -96% | -$1.93K | 0.03% | 212 |
|
|
2020
Q4 | $73K | Buy |
1,244
+3
| +0.2% | +$176 | 0.02% | 211 |
|
|
2020
Q3 | $63K | Buy |
1,241
+2
| +0.2% | +$102 | 0.02% | 206 |
|
|
2020
Q2 | $59K | Buy |
1,239
+2
| +0.2% | +$95 | 0.02% | 216 |
|
|
2020
Q1 | $51K | Buy |
1,237
+322
| +35% | +$13.3K | 0.02% | 220 |
|
|
2019
Q4 | $49K | Buy |
+915
| New | +$49K | 0.02% | 251 |
|