Archvest Wealth 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 | $7.66M | Sell |
113,999
-13,093
| -10% | -$880K | 6.68% | 5 |
|
|
2025
Q1 | $7.71M | Sell |
127,092
-9,053
| -7% | -$549K | 6.38% | 4 |
|
|
2024
Q4 | $7.82M | Sell |
136,145
-229,486
| -63% | -$13.2M | 5.67% | 4 |
|
|
2024
Q3 | $23M | Sell |
365,631
-37,453
| -9% | -$2.36M | 14.62% | 2 |
|
|
2024
Q2 | $23.7M | Buy |
403,084
+32,498
| +9% | +$1.91M | 15.69% | 2 |
|
|
2024
Q1 | $21.7M | Buy |
370,586
+16,271
| +5% | +$952K | 15.32% | 2 |
|
|
2023
Q4 | $19.9M | Buy |
354,315
+91,226
| +35% | +$5.12M | 14.99% | 2 |
|
|
2023
Q3 | $13.6M | Buy |
263,089
+43,537
| +20% | +$2.26M | 11.11% | 3 |
|
|
2023
Q2 | $11.9M | Buy |
219,552
+20,962
| +11% | +$1.14M | 9.8% | 3 |
|
|
2023
Q1 | $10.6M | Sell |
198,590
-33,096
| -14% | -$1.77M | 9.4% | 4 |
|
|
2022
Q4 | $10.8M | Buy |
231,686
+49,066
| +27% | +$2.29M | 10.7% | 2 |
|
|
2022
Q3 | $8.1M | Buy |
182,620
+1,310
| +0.7% | +$58.1K | 8.3% | 4 |
|
|
2022
Q2 | $9.06M | Buy |
181,310
+2,105
| +1% | +$105K | 9.02% | 4 |
|
|
2022
Q1 | $10.3M | Buy |
179,205
+7,539
| +4% | +$434K | 9.3% | 4 |
|
|
2021
Q4 | $10.5M | Buy |
+171,666
| New | +$10.5M | 9.11% | 4 |
|