WEC
Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $270K | Buy |
4,620
+1,810
| +64% | +$106K | 0.05% | 288 |
|
|
2020
Q3 | $142K | Hold |
2,810
| – | – | 0.04% | 313 |
|
|
2020
Q2 | $134K | Sell |
2,810
-2
| -0.1% | -$95 | 0.04% | 311 |
|
|
2020
Q1 | $118K | Sell |
2,812
-264
| -9% | -$11.1K | 0.04% | 306 |
|
|
2019
Q4 | $168K | Buy |
3,076
+84
| +3% | +$4.59K | 0.04% | 307 |
|
|
2019
Q3 | $152K | Sell |
2,992
-174
| -5% | -$8.84K | 0.04% | 316 |
|
|
2019
Q2 | $164K | Buy |
3,166
+204
| +7% | +$10.6K | 0.05% | 312 |
|
|
2019
Q1 | $150K | Sell |
2,962
-100
| -3% | -$5.06K | 0.04% | 315 |
|
|
2018
Q4 | $142K | Sell |
3,062
-154
| -5% | -$7.14K | 0.05% | 301 |
|
|
2018
Q3 | $168K | Sell |
3,216
-710
| -18% | -$37.1K | 0.05% | 284 |
|
|
2018
Q2 | $206K | Hold |
3,926
| – | – | 0.06% | 249 |
|
|
2018
Q1 | $213K | Sell |
3,926
-106
| -3% | -$5.76K | 0.07% | 236 |
|
|
2017
Q4 | $221K | Buy |
4,032
+570
| +16% | +$31.2K | 0.07% | 244 |
|
|
2017
Q3 | $182K | Sell |
3,462
-5,543
| -62% | -$292K | 0.06% | 267 |
|
|
2017
Q2 | $451K | Buy |
9,005
+1,775
| +25% | +$88.8K | 0.12% | 185 |
|
|
2017
Q1 | $346K | Hold |
7,230
| – | – | 0.11% | 196 |
|
|
2016
Q4 | $319K | Buy |
7,230
+1,484
| +26% | +$65.6K | 0.1% | 210 |
|
|
2016
Q3 | $261K | Hold |
5,746
| – | – | 0.07% | 260 |
|
|
2016
Q2 | $246K | Buy |
5,746
+773
| +16% | +$33.1K | 0.07% | 251 |
|
|
2016
Q1 | $215K | Sell |
4,973
-241
| -5% | -$10.4K | 0.06% | 263 |
|
|
2015
Q4 | $226K | Buy |
5,214
+104
| +2% | +$4.51K | 0.06% | 276 |
|
|
2015
Q3 | $218K | Sell |
5,110
-72
| -1% | -$3.07K | 0.07% | 263 |
|
|
2015
Q2 | $252K | Buy |
5,182
+706
| +16% | +$34.3K | 0.07% | 261 |
|
|
2015
Q1 | $218K | Buy |
4,476
+200
| +5% | +$9.74K | 0.06% | 284 |
|
|
2014
Q4 | $200K | Hold |
4,276
| – | – | 0.06% | 285 |
|
|
2014
Q3 | $211K | Buy |
4,276
+3,356
| +365% | +$165K | 0.06% | 299 |
|
|
2014
Q2 | $48.1K | Hold |
920
| – | – | 0.02% | 505 |
|
|
2014
Q1 | $46.3K | Hold |
920
| – | – | 0.02% | 501 |
|
|
2013
Q4 | $47K | Buy |
+920
| New | +$47K | 0.02% | 524 |
|