Wealthstreet Investment 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-6,164
| Closed | -$309K | – | 352 |
|
2019
Q1 | $309K | Buy |
+6,164
| New | +$309K | 0.04% | 278 |
|
2018
Q4 | – | Sell |
-4,705
| Closed | -$245K | – | 347 |
|
2018
Q3 | $245K | Hold |
4,705
| – | – | 0.03% | 315 |
|
2018
Q2 | $244K | Sell |
4,705
-200
| -4% | -$10.4K | 0.03% | 310 |
|
2018
Q1 | $267K | Buy |
+4,905
| New | +$267K | 0.03% | 299 |
|