Vista Investment Management’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
Q1 | – | Sell |
-4,928
| Closed | -$265K | – | 140 |
|
|
2019
Q4 | $265K | Sell |
4,928
-29
| -0.6% | -$1.56K | 0.2% | 120 |
|
|
2019
Q3 | $247K | Sell |
4,957
-516
| -9% | -$25.7K | 0.2% | 119 |
|
|
2019
Q2 | $279K | Sell |
5,473
-62
| -1% | -$3.16K | 0.24% | 113 |
|
|
2019
Q1 | $278K | Hold |
5,535
| – | – | 0.24% | 110 |
|
|
2018
Q4 | $252K | Sell |
5,535
-5,505
| -50% | -$251K | 0.26% | 113 |
|
|
2018
Q3 | $575K | Hold |
11,040
| – | – | 0.51% | 76 |
|
|
2018
Q2 | $572K | Hold |
11,040
| – | – | 0.56% | 71 |
|
|
2018
Q1 | $600K | Sell |
11,040
-545
| -5% | -$29.6K | 0.63% | 63 |
|
|
2017
Q4 | $634K | Buy |
+11,585
| New | +$634K | 0.66% | 56 |
|