Atria Wealth Solutions’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 | $6.73M | Sell |
99,748
-119,588
| -55% | -$8.07M | 0.15% | 148 |
|
2025
Q1 | $13.3M | Sell |
219,336
-4,978
| -2% | -$302K | 0.16% | 140 |
|
2024
Q4 | $12.9M | Buy |
224,314
+3,847
| +2% | +$221K | 0.14% | 153 |
|
2024
Q3 | $13.9M | Buy |
220,467
+10,400
| +5% | +$655K | 0.15% | 141 |
|
2024
Q2 | $12.3M | Buy |
210,067
+554
| +0.3% | +$32.5K | 0.14% | 159 |
|
2024
Q1 | $12.3M | Buy |
209,513
+6,098
| +3% | +$358K | 0.14% | 159 |
|
2023
Q4 | $11.4M | Buy |
203,415
+1,496
| +0.7% | +$84K | 0.14% | 152 |
|
2023
Q3 | $10.5M | Sell |
201,919
-9,456
| -4% | -$490K | 0.15% | 150 |
|
2023
Q2 | $11.5M | Buy |
211,375
+12,239
| +6% | +$666K | 0.16% | 135 |
|
2023
Q1 | $10.6M | Buy |
199,136
+65,686
| +49% | +$3.51M | 0.16% | 139 |
|
2022
Q4 | $6.69M | Buy |
133,450
+10,031
| +8% | +$503K | 0.11% | 202 |
|
2022
Q3 | $5.47M | Buy |
123,419
+54,675
| +80% | +$2.43M | 0.09% | 214 |
|
2022
Q2 | $3.44M | Sell |
68,744
-14,924
| -18% | -$746K | 0.06% | 299 |
|
2022
Q1 | $4.82M | Buy |
+83,668
| New | +$4.82M | 0.08% | 262 |
|