Wellesley Investment Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$602K Sell
2020
Q2
$598K Sell
2020
Q1
$515K Sell
2019
Q4
$702K Sell
2019
Q3
$652K Sell
2019
Q2
$880K Buy
2019
Q1
$838K Buy
2018
Q4
$760K Buy
2018
Q3
$821K Buy
2018
Q2
$759K Buy
2018
Q1
$759K Buy
2017
Q4
$640K Buy
2017
Q3
$570K Buy
2017
Q2
$499K Buy
2017
Q1
$295K Buy
2016
Q4
$204K Buy