AE Wealth Management’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
Q2 | $295K | Sell |
4,390
-868
| -17% | -$58.3K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $319K | Buy |
5,258
+1,726
| +49% | +$105K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $203K | Buy |
3,532
+247
| +8% | +$14.2K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $207K | Sell |
3,285
-1,452
| -31% | -$91.5K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $278K | Buy |
4,737
+1,281
| +37% | +$75.1K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $203K | Sell |
3,456
-19,200
| -85% | -$1.13M | ﹤0.01% | 1093 |
|
|
2023
Q4 | $1.26M | Sell |
22,656
-5,596
| -20% | -$310K | 0.01% | 1070 |
|
|
2023
Q3 | $1.47M | Buy |
28,252
+3,806
| +16% | +$197K | 0.01% | 947 |
|
|
2023
Q2 | $1.33M | Buy |
24,446
+4,016
| +20% | +$219K | 0.01% | 979 |
|
|
2023
Q1 | $1.09M | Buy |
20,430
+199
| +1% | +$10.6K | 0.01% | 1012 |
|
|
2022
Q4 | $1.01M | Buy |
20,231
+8,090
| +67% | +$406K | 0.01% | 975 |
|
|
2022
Q3 | $539K | Sell |
12,141
-2,047
| -14% | -$90.9K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $709K | Sell |
14,188
-4,067
| -22% | -$203K | 0.01% | 1016 |
|
|
2022
Q1 | $1.05M | Sell |
18,255
-18,801
| -51% | -$1.08M | 0.01% | 902 |
|
|
2021
Q4 | $2.27M | Sell |
37,056
-1,073
| -3% | -$65.8K | 0.02% | 658 |
|
|
2021
Q3 | $2.32M | Buy |
38,129
+1,033
| +3% | +$63K | 0.02% | 597 |
|
|
2021
Q2 | $2.35M | Buy |
37,096
+6,664
| +22% | +$423K | 0.02% | 586 |
|
|
2021
Q1 | $1.85M | Buy |
30,432
+7,178
| +31% | +$436K | 0.02% | 588 |
|
|
2020
Q4 | $1.36M | Buy |
23,254
+13,929
| +149% | +$813K | 0.02% | 610 |
|
|
2020
Q3 | $470K | Buy |
9,325
+748
| +9% | +$37.7K | 0.01% | 897 |
|
|
2020
Q2 | $408K | Sell |
8,577
-4,233
| -33% | -$201K | 0.01% | 936 |
|
|
2020
Q1 | $525K | Sell |
12,810
-809
| -6% | -$33.2K | 0.01% | 661 |
|
|
2019
Q4 | $732K | Buy |
13,619
+666
| +5% | +$35.8K | 0.02% | 605 |
|
|
2019
Q3 | $646K | Sell |
12,953
-509
| -4% | -$25.4K | 0.02% | 554 |
|
|
2019
Q2 | $686K | Buy |
13,462
+4,417
| +49% | +$225K | 0.02% | 504 |
|
|
2019
Q1 | $454K | Buy |
9,045
+1,959
| +28% | +$98.3K | 0.03% | 362 |
|
|
2018
Q4 | $323K | Sell |
7,086
-944
| -12% | -$43K | 0.06% | 335 |
|
|
2018
Q3 | $418K | Buy |
8,030
+2,652
| +49% | +$138K | 0.02% | 365 |
|
|
2018
Q2 | $279K | Buy |
5,378
+562
| +12% | +$29.2K | 0.02% | 351 |
|
|
2018
Q1 | $262K | Sell |
4,816
-1,633
| -25% | -$88.8K | 0.02% | 354 |
|
|
2017
Q4 | $353K | Buy |
6,449
+271
| +4% | +$14.8K | 0.03% | 283 |
|
|
2017
Q3 | $326K | Sell |
6,178
-1,264
| -17% | -$66.7K | 0.03% | 294 |
|
|
2017
Q2 | $372K | Buy |
7,442
+2,145
| +40% | +$107K | 0.04% | 265 |
|
|
2017
Q1 | $253K | Sell |
5,297
-984
| -16% | -$47K | 0.05% | 229 |
|
|
2016
Q4 | $278K | Buy |
+6,281
| New | +$278K | 0.11% | 157 |
|