Arista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,232
| Closed | -$645K | – | 72 |
|
|
2024
Q3 | $645K | Sell |
10,232
-1,208
| -11% | -$76.1K | 0.15% | 34 |
|
|
2024
Q2 | $671K | Buy |
+11,440
| New | +$671K | 0.18% | 29 |
|
|
2024
Q1 | – | Sell |
-11,460
| Closed | -$643K | – | 53 |
|
|
2023
Q4 | $643K | Sell |
11,460
-4,758
| -29% | -$267K | 0.24% | 26 |
|
|
2023
Q3 | $841K | Sell |
16,218
-5,476
| -25% | -$284K | 0.33% | 28 |
|
|
2023
Q2 | $1.18M | Sell |
21,694
-4,799
| -18% | -$261K | 0.49% | 22 |
|
|
2023
Q1 | $1.42M | Sell |
26,493
-2,799
| -10% | -$150K | 0.77% | 22 |
|
|
2022
Q4 | $1.47M | Buy |
+29,292
| New | +$1.47M | 0.93% | 20 |
|