Adell Harriman & Carpenter’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,903
| Closed | -$224K | – | 175 |
|
|
2024
Q4 | $224K | Buy |
+3,903
| New | +$224K | 0.02% | 158 |
|
|
2019
Q1 | – | Sell |
-15,941
| Closed | -$727K | – | 151 |
|
|
2018
Q4 | $727K | Sell |
15,941
-1,209
| -7% | -$55.1K | 0.16% | 95 |
|
|
2018
Q3 | $893K | Sell |
17,150
-780
| -4% | -$40.6K | 0.17% | 93 |
|
|
2018
Q2 | $929K | Sell |
17,930
-33
| -0.2% | -$1.71K | 0.18% | 91 |
|
|
2018
Q1 | $977K | Sell |
17,963
-32
| -0.2% | -$1.74K | 0.2% | 86 |
|
|
2017
Q4 | $985K | Buy |
17,995
+96
| +0.5% | +$5.25K | 0.21% | 86 |
|
|
2017
Q3 | $943K | Sell |
17,899
-1,946
| -10% | -$103K | 0.21% | 89 |
|
|
2017
Q2 | $993K | Buy |
+19,845
| New | +$993K | 0.22% | 85 |
|