Transform Wealth’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 | – | Sell |
-5,393
| Closed | -$340K | – | 275 |
|
|
2024
Q3 | $340K | Buy |
5,393
+2
| +0% | +$126 | 0.02% | 174 |
|
|
2024
Q2 | $316K | Buy |
5,391
+5
| +0.1% | +$293 | 0.02% | 176 |
|
|
2024
Q1 | $316K | Buy |
5,386
+2
| +0% | +$117 | 0.03% | 179 |
|
|
2023
Q4 | $302K | Buy |
5,384
+9
| +0.2% | +$505 | 0.03% | 205 |
|
|
2023
Q3 | $279K | Sell |
5,375
-4,279
| -44% | -$222K | 0.03% | 208 |
|
|
2023
Q2 | $525K | Buy |
9,654
+12
| +0.1% | +$653 | 0.05% | 173 |
|
|
2023
Q1 | $516K | Buy |
+9,642
| New | +$516K | 0.05% | 169 |
|
|
2021
Q3 | – | Sell |
-32,938
| Closed | -$2.09M | – | 237 |
|
|
2021
Q2 | $2.09M | Sell |
32,938
-1,103
| -3% | -$69.9K | 0.26% | 90 |
|
|
2021
Q1 | $2.07M | Sell |
34,041
-2,176
| -6% | -$132K | 0.41% | 73 |
|
|
2020
Q4 | $2.11M | Buy |
+36,217
| New | +$2.11M | 0.44% | 70 |
|
|
2020
Q1 | – | Sell |
-53,461
| Closed | -$2.87M | – | 237 |
|
|
2019
Q4 | $2.87M | Sell |
53,461
-636
| -1% | -$34.2K | 0.46% | 74 |
|
|
2019
Q3 | $2.7M | Buy |
+54,097
| New | +$2.7M | 0.48% | 72 |
|