Annis Gardner Whiting Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
3,358
+618
| +23% | +$41.5K | 0.08% | 204 |
|
|
2025
Q1 | $166K | Hold |
2,740
| – | – | 0.07% | 203 |
|
|
2024
Q4 | $157K | Hold |
2,740
| – | – | 0.04% | 224 |
|
|
2024
Q3 | $173K | Sell |
2,740
-1,622
| -37% | -$102K | 0.05% | 224 |
|
|
2024
Q2 | $256K | Sell |
4,362
-25
| -0.6% | -$1.47K | 0.07% | 194 |
|
|
2024
Q1 | $257K | Buy |
4,387
+2,765
| +170% | +$162K | 0.09% | 162 |
|
|
2023
Q4 | $91.1K | Hold |
1,622
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $84.1K | Buy |
+1,622
| New | +$84.1K | 0.04% | 230 |
|