Bartlett & Co Wealth Management’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 | $16.9M | Sell |
251,073
-637
| -0.3% | -$42.8K | 0.24% | 79 |
|
2025
Q1 | $15.3M | Sell |
251,710
-2,921
| -1% | -$177K | 0.23% | 81 |
|
2024
Q4 | $14.6M | Sell |
254,631
-493
| -0.2% | -$28.3K | 0.21% | 83 |
|
2024
Q3 | $16.1M | Buy |
255,124
+3,441
| +1% | +$217K | 0.23% | 80 |
|
2024
Q2 | $14.8M | Sell |
251,683
-11,567
| -4% | -$678K | 0.22% | 80 |
|
2024
Q1 | $15.4M | Sell |
263,250
-3,075
| -1% | -$180K | 0.24% | 77 |
|
2023
Q4 | $14.9M | Sell |
266,325
-2,767
| -1% | -$155K | 0.24% | 77 |
|
2023
Q3 | $14M | Buy |
269,092
+50
| +0% | +$2.59K | 0.25% | 81 |
|
2023
Q2 | $14.6M | Sell |
269,042
-635
| -0.2% | -$34.6K | 0.25% | 80 |
|
2023
Q1 | $14.4M | Buy |
269,677
+3,399
| +1% | +$182K | 0.28% | 78 |
|
2022
Q4 | $13.4M | Buy |
266,278
+23,708
| +10% | +$1.19M | 0.27% | 80 |
|
2022
Q3 | $10.8M | Buy |
242,570
+2,224
| +0.9% | +$98.7K | 0.23% | 84 |
|
2022
Q2 | $12M | Sell |
240,346
-1,736
| -0.7% | -$86.7K | 0.24% | 83 |
|
2022
Q1 | $13.9M | Buy |
242,082
+925
| +0.4% | +$53.3K | 0.24% | 85 |
|
2021
Q4 | $14.8M | Sell |
241,157
-1,410
| -0.6% | -$86.4K | 0.25% | 82 |
|
2021
Q3 | $14.8M | Sell |
242,567
-7,418
| -3% | -$452K | 0.28% | 77 |
|
2021
Q2 | $15.8M | Sell |
249,985
-3,779
| -1% | -$240K | 0.3% | 73 |
|
2021
Q1 | $15.4M | Buy |
253,764
+1,200
| +0.5% | +$72.8K | 0.31% | 72 |
|
2020
Q4 | $14.7M | Sell |
252,564
-4,215
| -2% | -$246K | 0.31% | 73 |
|
2020
Q3 | $13M | Sell |
256,779
-1,803
| -0.7% | -$91K | 0.3% | 72 |
|
2020
Q2 | $12.3M | Sell |
258,582
-42,355
| -14% | -$2.02M | 0.32% | 72 |
|
2020
Q1 | $12.3M | Sell |
300,937
-109,306
| -27% | -$4.48M | 0.38% | 69 |
|
2019
Q4 | $22.1M | Sell |
410,243
-19,757
| -5% | -$1.06M | 0.54% | 56 |
|
2019
Q3 | $21.5M | Buy |
430,000
+180,409
| +72% | +$9M | 0.56% | 55 |
|
2019
Q2 | $12.7M | Sell |
249,591
-879
| -0.4% | -$44.8K | 0.47% | 61 |
|
2019
Q1 | $12.6M | Sell |
250,470
-3,725
| -1% | -$187K | 0.48% | 60 |
|
2018
Q4 | $11.6M | Sell |
254,195
-29,885
| -11% | -$1.36M | 0.49% | 58 |
|
2018
Q3 | $14.9M | Sell |
284,080
-4,455
| -2% | -$233K | 0.56% | 58 |
|
2018
Q2 | $15M | Sell |
288,535
-8,910
| -3% | -$462K | 0.61% | 55 |
|
2018
Q1 | $16.2M | Buy |
+297,445
| New | +$16.2M | 0.67% | 55 |
|