Appleton Partners’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 | $1.4M | Sell |
20,850
-894
| -4% | -$60.1K | 0.1% | 117 |
|
|
2025
Q1 | $1.32M | Sell |
21,744
-41
| -0.2% | -$2.49K | 0.1% | 115 |
|
|
2024
Q4 | $1.25M | Sell |
21,785
-339
| -2% | -$19.5K | 0.09% | 123 |
|
|
2024
Q3 | $1.39M | Sell |
22,124
-375
| -2% | -$23.6K | 0.1% | 116 |
|
|
2024
Q2 | $1.32M | Sell |
22,499
-436
| -2% | -$25.6K | 0.1% | 117 |
|
|
2024
Q1 | $1.35M | Sell |
22,935
-1,475
| -6% | -$86.5K | 0.1% | 120 |
|
|
2023
Q4 | $1.37M | Buy |
24,410
+484
| +2% | +$27.2K | 0.11% | 121 |
|
|
2023
Q3 | $1.24M | Sell |
23,926
-313
| -1% | -$16.2K | 0.11% | 123 |
|
|
2023
Q2 | $1.32M | Sell |
24,239
-910
| -4% | -$49.5K | 0.11% | 128 |
|
|
2023
Q1 | $1.35M | Buy |
25,149
+100
| +0.4% | +$5.35K | 0.12% | 136 |
|
|
2022
Q4 | $1.26M | Sell |
25,049
-875
| -3% | -$43.9K | 0.12% | 138 |
|
|
2022
Q3 | $1.15M | Sell |
25,924
-785
| -3% | -$34.8K | 0.12% | 140 |
|
|
2022
Q2 | $1.33M | Sell |
26,709
-335
| -1% | -$16.7K | 0.13% | 132 |
|
|
2022
Q1 | $1.56M | Sell |
27,044
-615
| -2% | -$35.4K | 0.13% | 137 |
|
|
2021
Q4 | $1.7M | Sell |
27,659
-300
| -1% | -$18.4K | 0.13% | 133 |
|
|
2021
Q3 | $1.7M | Sell |
27,959
-663
| -2% | -$40.4K | 0.14% | 128 |
|
|
2021
Q2 | $1.81M | Sell |
28,622
-360
| -1% | -$22.8K | 0.15% | 125 |
|
|
2021
Q1 | $1.76M | Sell |
28,982
-545
| -2% | -$33.1K | 0.16% | 126 |
|
|
2020
Q4 | $1.72M | Sell |
29,527
-1,165
| -4% | -$68K | 0.17% | 117 |
|
|
2020
Q3 | $1.55M | Sell |
30,692
-1,336
| -4% | -$67.4K | 0.17% | 115 |
|
|
2020
Q2 | $1.53M | Sell |
32,028
-1,817
| -5% | -$86.5K | 0.18% | 113 |
|
|
2020
Q1 | $1.39M | Sell |
33,845
-3,295
| -9% | -$135K | 0.19% | 110 |
|
|
2019
Q4 | $2M | Sell |
37,140
-565
| -1% | -$30.4K | 0.22% | 111 |
|
|
2019
Q3 | $1.88M | Sell |
37,705
-405
| -1% | -$20.2K | 0.23% | 108 |
|
|
2019
Q2 | $1.94M | Sell |
38,110
-585
| -2% | -$29.8K | 0.24% | 104 |
|
|
2019
Q1 | $1.94M | Sell |
38,695
-43,632
| -53% | -$2.19M | 0.26% | 101 |
|
|
2018
Q4 | $4.02M | Buy |
82,327
+41,047
| +99% | +$2M | 0.6% | 50 |
|
|
2018
Q3 | $2.15M | Sell |
41,280
-920
| -2% | -$47.9K | 0.29% | 92 |
|
|
2018
Q2 | $2.19M | Sell |
42,200
-120
| -0.3% | -$6.22K | 0.31% | 87 |
|
|
2018
Q1 | $2.3M | Buy |
42,320
+695
| +2% | +$37.8K | 0.35% | 84 |
|
|
2017
Q4 | $2.28M | Buy |
41,625
+2,345
| +6% | +$128K | 0.35% | 81 |
|
|
2017
Q3 | $2.07M | Buy |
39,280
+198
| +0.5% | +$10.4K | 0.35% | 81 |
|
|
2017
Q2 | $1.96M | Sell |
39,082
-40
| -0.1% | -$2K | 0.33% | 83 |
|
|
2017
Q1 | $1.87M | Buy |
+39,122
| New | +$1.87M | 0.34% | 81 |
|