WMS 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
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.09M | Sell |
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|
2015
Q2 | $4.71M | Buy |
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|
2015
Q1 | $2.53M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.21M | Hold |
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|
2014
Q2 | $2.35M | Buy |
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|
2014
Q1 | $1.83M | Hold |
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|
2013
Q4 | $1.84M | Buy |
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|
2013
Q3 | $1.63M | Sell |
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|
2013
Q2 | $1.48M | Buy |
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