Arkadios 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 | $1.94M | Buy |
28,933
+22,051
| +320% | +$1.48M | 0.06% | 352 |
|
|
2025
Q1 | $417K | Sell |
6,882
-90
| -1% | -$5.46K | 0.02% | 773 |
|
|
2024
Q4 | $400K | Buy |
6,972
+66
| +1% | +$3.79K | 0.02% | 632 |
|
|
2024
Q3 | $435K | Buy |
6,906
+3,230
| +88% | +$204K | 0.02% | 590 |
|
|
2024
Q2 | $216K | Buy |
+3,676
| New | +$216K | 0.01% | 741 |
|
|
2022
Q4 | – | Sell |
-7,175
| Closed | -$318K | – | 583 |
|
|
2022
Q3 | $318K | Buy |
+7,175
| New | +$318K | 0.05% | 362 |
|
|
2021
Q4 | – | Sell |
-307
| Closed | -$18K | – | 1728 |
|
|
2021
Q3 | $18K | Hold |
307
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q2 | $19K | Hold |
307
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q1 | $18K | Buy |
307
+206
| +204% | +$12.1K | ﹤0.01% | 1011 |
|
|
2020
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 1132 |
|
|
2020
Q1 | – | Sell |
-790
| Closed | -$42.4K | – | 1305 |
|
|
2019
Q4 | $42.4K | Buy |
+790
| New | +$42.4K | 0.03% | 334 |
|