TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.02M | Sell |
42,519
-3,580
| -8% | -$170K | 0.85% | 19 |
|
|
2020
Q1 | $1.89M | Buy |
46,099
+42,160
| +1,070% | +$1.73M | 0.92% | 19 |
|
|
2019
Q4 | $212K | Hold |
3,939
| – | – | 0.09% | 132 |
|
|
2019
Q3 | $197K | Hold |
3,939
| – | – | 0.09% | 137 |
|
|
2019
Q2 | $201K | Hold |
3,939
| – | – | 0.09% | 135 |
|
|
2019
Q1 | $198K | Buy |
3,939
+154
| +4% | +$7.74K | 0.09% | 137 |
|
|
2018
Q4 | $173K | Hold |
3,785
| – | – | 0.09% | 139 |
|
|
2018
Q3 | $197K | Hold |
3,785
| – | – | 0.09% | 137 |
|
|
2018
Q2 | $196K | Hold |
3,785
| – | – | 0.09% | 134 |
|
|
2018
Q1 | $206K | Hold |
3,785
| – | – | 0.1% | 126 |
|
|
2017
Q4 | $207K | Buy |
+3,785
| New | +$207K | 0.1% | 130 |
|