V Wealth Advisors’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
Q2 | – | Sell |
-3,575
| Closed | -$206K | – | 467 |
|
|
2022
Q1 | $206K | Sell |
3,575
-571
| -14% | -$32.9K | 0.03% | 421 |
|
|
2021
Q4 | $254K | Buy |
4,146
+607
| +17% | +$37.2K | 0.04% | 387 |
|
|
2021
Q3 | $216K | Sell |
3,539
-1,039
| -23% | -$63.4K | 0.03% | 424 |
|
|
2021
Q2 | $290K | Sell |
4,578
-256
| -5% | -$16.2K | 0.05% | 375 |
|
|
2021
Q1 | $294K | Buy |
4,834
+1,110
| +30% | +$67.5K | 0.05% | 339 |
|
|
2020
Q4 | $217K | Buy |
+3,724
| New | +$217K | 0.04% | 352 |
|
|
2020
Q3 | – | Sell |
-4,532
| Closed | -$216K | – | 337 |
|
|
2020
Q2 | $216K | Sell |
4,532
-8,508
| -65% | -$406K | 0.06% | 322 |
|
|
2020
Q1 | $535K | Buy |
+13,040
| New | +$535K | 0.17% | 138 |
|
|
2017
Q3 | – | Sell |
-1,505
| Closed | -$77K | – | 688 |
|
|
2017
Q2 | $77K | Buy |
+1,505
| New | +$77K | 0.04% | 265 |
|