Baron Silver Stevens 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 | $2.16M | Hold |
32,105
| – | – | 0.35% | 39 |
|
|
2025
Q1 | $1.95M | Buy |
32,105
+3,326
| +12% | +$202K | 0.34% | 37 |
|
|
2024
Q4 | $1.65M | Buy |
28,779
+1,773
| +7% | +$102K | 0.28% | 45 |
|
|
2024
Q3 | $1.7M | Buy |
27,006
+34
| +0.1% | +$2.14K | 0.3% | 39 |
|
|
2024
Q2 | $1.58M | Sell |
26,972
-1,365
| -5% | -$80K | 0.3% | 39 |
|
|
2024
Q1 | $1.66M | Hold |
28,337
| – | – | 0.32% | 37 |
|
|
2023
Q4 | $1.59M | Sell |
28,337
-3,000
| -10% | -$168K | 0.33% | 36 |
|
|
2023
Q3 | $1.63M | Sell |
31,337
-5,458
| -15% | -$283K | 0.37% | 34 |
|
|
2023
Q2 | $2M | Buy |
36,795
+407
| +1% | +$22.1K | 0.44% | 29 |
|
|
2023
Q1 | $1.95M | Hold |
36,388
| – | – | 0.51% | 29 |
|
|
2022
Q4 | $1.82M | Buy |
36,388
+15,387
| +73% | +$772K | 0.45% | 29 |
|
|
2022
Q3 | $1.1K | Buy |
21,001
+16,701
| +388% | +$877 | 0.3% | 34 |
|
|
2022
Q2 | $214K | Buy |
+4,300
| New | +$214K | 0.06% | 96 |
|