VWM
Vector Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.92M | Sell |
133,985
-4,570
| -3% | -$202K | 4.15% | 7 |
|
|
2016
Q3 | $6.3M | Sell |
138,555
-5,726
| -4% | -$260K | 4.31% | 6 |
|
|
2016
Q2 | $6.18M | Sell |
144,281
-8,590
| -6% | -$368K | 4.21% | 6 |
|
|
2016
Q1 | $6.6M | Sell |
152,871
-4,250
| -3% | -$183K | 4.88% | 6 |
|
|
2015
Q4 | $6.82M | Sell |
157,121
-791
| -0.5% | -$34.3K | 5.32% | 5 |
|
|
2015
Q3 | $7.09M | Sell |
157,912
-14,176
| -8% | -$636K | 5.58% | 6 |
|
|
2015
Q2 | $8.36M | Buy |
172,088
+2,854
| +2% | +$139K | 6.59% | 6 |
|
|
2015
Q1 | $8.25M | Buy |
169,234
+6,843
| +4% | +$333K | 6.7% | 6 |
|
|
2014
Q4 | $7.61M | Buy |
162,391
+9,063
| +6% | +$425K | 5.73% | 7 |
|
|
2014
Q3 | $7.55M | Buy |
153,328
+2,814
| +2% | +$139K | 5.57% | 7 |
|
|
2014
Q2 | $7.87M | Buy |
150,514
+7,252
| +5% | +$379K | 5.78% | 7 |
|
|
2014
Q1 | $7.21M | Buy |
143,262
+6,391
| +5% | +$322K | 5.21% | 7 |
|
|
2013
Q4 | $6.94M | Buy |
136,871
+3,608
| +3% | +$183K | 4.9% | 7 |
|
|
2013
Q3 | $6.48M | Sell |
133,263
-1,258
| -0.9% | -$61.1K | 4.73% | 7 |
|
|
2013
Q2 | $5.95M | Buy |
+134,521
| New | +$5.95M | 4.36% | 7 |
|