Beaumont 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 | $934K | Sell |
13,900
-567
| -4% | -$38.1K | 0.07% | 156 |
|
|
2025
Q1 | $878K | Sell |
14,467
-1,669
| -10% | -$101K | 0.07% | 162 |
|
|
2024
Q4 | $926K | Sell |
16,136
-688
| -4% | -$39.5K | 0.07% | 154 |
|
|
2024
Q3 | $1.06M | Sell |
16,824
-364
| -2% | -$22.9K | 0.08% | 139 |
|
|
2024
Q2 | $1.01M | Sell |
17,188
-1,306
| -7% | -$76.6K | 0.08% | 144 |
|
|
2024
Q1 | $1.08M | Buy |
18,494
+56
| +0.3% | +$3.28K | 0.09% | 139 |
|
|
2023
Q4 | $1.04M | Sell |
18,438
-1,039
| -5% | -$58.3K | 0.09% | 136 |
|
|
2023
Q3 | $1.01M | Buy |
19,477
+882
| +5% | +$45.8K | 0.1% | 122 |
|
|
2023
Q2 | $1.01M | Sell |
18,595
-1
| -0% | -$54 | 0.09% | 131 |
|
|
2023
Q1 | $994K | Sell |
18,596
-358
| -2% | -$19.1K | 0.1% | 120 |
|
|
2022
Q4 | $950K | Sell |
18,954
-1,292
| -6% | -$64.8K | 0.1% | 129 |
|
|
2022
Q3 | $898K | Buy |
20,246
+73
| +0.4% | +$3.24K | 0.09% | 125 |
|
|
2022
Q2 | $1.01M | Sell |
20,173
-3,873
| -16% | -$194K | 0.09% | 122 |
|
|
2022
Q1 | $1.39M | Buy |
24,046
+8,700
| +57% | +$501K | 0.11% | 130 |
|
|
2021
Q4 | $940K | Buy |
15,346
+7,740
| +102% | +$474K | 0.07% | 151 |
|
|
2021
Q3 | $464K | Buy |
7,606
+1,502
| +25% | +$91.6K | 0.04% | 210 |
|
|
2021
Q2 | $387K | Buy |
+6,104
| New | +$387K | 0.03% | 251 |
|
|
2019
Q4 | – | Sell |
-5,119
| Closed | -$255K | – | 297 |
|
|
2019
Q3 | $255K | Buy |
5,119
+370
| +8% | +$18.4K | 0.03% | 234 |
|
|
2019
Q2 | $242K | Sell |
4,749
-10,000
| -68% | -$510K | 0.03% | 217 |
|
|
2019
Q1 | $740K | Hold |
14,749
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $672K | Sell |
14,749
-113,208
| -88% | -$5.16M | 0.11% | 105 |
|
|
2018
Q3 | $6.66M | Buy |
127,957
+111,208
| +664% | +$5.79M | 0.66% | 43 |
|
|
2018
Q2 | $868K | Buy |
16,749
+6,199
| +59% | +$321K | 0.09% | 97 |
|
|
2018
Q1 | $574K | Buy |
+10,550
| New | +$574K | 0.06% | 123 |
|
|
2013
Q3 | – | Sell |
-294,893
| Closed | -$13M | – | 175 |
|
|
2013
Q2 | $13M | Buy |
+294,893
| New | +$13M | 1.21% | 30 |
|