Vantage Financial Partners (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,221
| Closed | -$219K | – | 137 |
|
|
2023
Q3 | $219K | Sell |
4,221
-70
| -2% | -$3.63K | 0.09% | 71 |
|
|
2023
Q2 | $233K | Buy |
4,291
+11
| +0.3% | +$599 | 0.09% | 71 |
|
|
2023
Q1 | $229K | Sell |
4,280
-186
| -4% | -$9.95K | 0.09% | 72 |
|
|
2022
Q4 | $224K | Sell |
4,466
-782
| -15% | -$39.2K | 0.13% | 54 |
|
|
2022
Q3 | $233K | Buy |
5,248
+2
| +0% | +$89 | 0.16% | 47 |
|
|
2022
Q2 | $262K | Sell |
5,246
-319
| -6% | -$15.9K | 0.15% | 44 |
|
|
2022
Q1 | $321K | Sell |
5,565
-384
| -6% | -$22.2K | 0.16% | 40 |
|
|
2021
Q4 | $365K | Buy |
+5,949
| New | +$365K | 0.14% | 37 |
|