WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $524K | Buy |
10,466
+2,112
| +25% | +$106K | 0.12% | 197 |
|
|
2017
Q1 | $400K | Buy |
8,354
+712
| +9% | +$34.1K | 0.11% | 205 |
|
|
2016
Q4 | $338K | Buy |
7,642
+2,232
| +41% | +$98.7K | 0.08% | 260 |
|
|
2016
Q3 | $246K | Sell |
5,410
-240
| -4% | -$10.9K | 0.06% | 315 |
|
|
2016
Q2 | $242K | Sell |
5,650
-496
| -8% | -$21.2K | 0.06% | 285 |
|
|
2016
Q1 | $265K | Buy |
6,146
+2,465
| +67% | +$106K | 0.08% | 252 |
|
|
2015
Q4 | $160K | Buy |
3,681
+507
| +16% | +$22K | 0.05% | 347 |
|
|
2015
Q3 | $135K | Sell |
3,174
-1,358
| -30% | -$57.8K | 0.04% | 385 |
|
|
2015
Q2 | $220K | Sell |
4,532
-609
| -12% | -$29.6K | 0.06% | 319 |
|
|
2015
Q1 | $251K | Sell |
5,141
-580
| -10% | -$28.3K | 0.07% | 293 |
|
|
2014
Q4 | $268K | Sell |
5,721
-108
| -2% | -$5.06K | 0.05% | 355 |
|
|
2014
Q3 | $287K | Buy |
5,829
+27
| +0.5% | +$1.33K | 0.05% | 364 |
|
|
2014
Q2 | $303K | Buy |
5,802
+57
| +1% | +$2.98K | 0.06% | 354 |
|
|
2014
Q1 | $289K | Sell |
5,745
-4,881
| -46% | -$246K | 0.06% | 361 |
|
|
2013
Q4 | $539K | Sell |
10,626
-729
| -6% | -$37K | 0.08% | 296 |
|
|
2013
Q3 | $552K | Sell |
11,355
-771
| -6% | -$37.5K | 0.09% | 265 |
|
|
2013
Q2 | $536K | Buy |
+12,126
| New | +$536K | 0.09% | 249 |
|