Barnes Pettey Financial 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 | $685K | Hold |
10,193
| – | – | 0.46% | 48 |
|
|
2025
Q1 | $618K | Buy |
10,193
+133
| +1% | +$8.07K | 0.48% | 46 |
|
|
2024
Q4 | $578K | Hold |
10,060
| – | – | 0.44% | 45 |
|
|
2024
Q3 | $634K | Hold |
10,060
| – | – | 0.51% | 40 |
|
|
2024
Q2 | $590K | Sell |
10,060
-214
| -2% | -$12.5K | 0.51% | 37 |
|
|
2024
Q1 | $603K | Hold |
10,274
| – | – | 0.52% | 38 |
|
|
2023
Q4 | $577K | Sell |
10,274
-212
| -2% | -$11.9K | 0.47% | 47 |
|
|
2023
Q3 | $544K | Hold |
10,486
| – | – | 0.5% | 49 |
|
|
2023
Q2 | $571K | Hold |
10,486
| – | – | 0.49% | 49 |
|
|
2023
Q1 | $561K | Hold |
10,486
| – | – | 0.54% | 44 |
|
|
2022
Q4 | $526K | Buy |
10,486
+2,229
| +27% | +$112K | 0.54% | 45 |
|
|
2022
Q3 | $366K | Buy |
+8,257
| New | +$366K | 0.5% | 54 |
|