Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $98K | Buy |
2,220
+57
| +3% | +$2.52K | 0.03% | 166 |
|
|
2022
Q2 | $108K | Buy |
2,163
+57
| +3% | +$2.85K | 0.03% | 165 |
|
|
2022
Q1 | $121K | Sell |
2,106
-483
| -19% | -$27.8K | 0.03% | 153 |
|
|
2021
Q4 | $159K | Buy |
+2,589
| New | +$159K | 0.04% | 129 |
|
|
2020
Q1 | – | Sell |
-133,566
| Closed | -$7.18M | – | 139 |
|
|
2019
Q4 | $7.18M | Sell |
133,566
-4,203
| -3% | -$226K | 3.07% | 1 |
|
|
2019
Q3 | $6.88M | Buy |
137,769
+78
| +0.1% | +$3.89K | 3.38% | 1 |
|
|
2019
Q2 | $7.02M | Buy |
137,691
+663
| +0.5% | +$33.8K | 3.65% | 1 |
|
|
2019
Q1 | $6.87M | Sell |
137,028
-3,486
| -2% | -$175K | 4.23% | 1 |
|
|
2018
Q4 | $6.41M | Buy |
+140,514
| New | +$6.41M | 5.06% | 1 |
|