Balanced Wealth Group’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
$8.96M Sell
134,559
-1,560
-1% -$104K 3.89% 9
2025
Q1
$8.26M Buy
136,119
+1,289
+1% +$78.2K 3.99% 9
2024
Q4
$8M Buy
134,830
+3,971
+3% +$236K 3.59% 9
2024
Q3
$8.24M Buy
130,859
+479
+0.4% +$30.2K 3.65% 10
2024
Q2
$7.66M Sell
130,380
-9,241
-7% -$543K 3.48% 10
2024
Q1
$8.27M Buy
139,621
+13,250
+10% +$785K 3.69% 7
2023
Q4
$7.09M Buy
+126,371
New +$7.09M 3.69% 9