BDF
Black Diamond Financial’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
67,111
-5,083
| -7% | -$342K | 0.7% | 35 |
|
|
2025
Q1 | $4.38M | Sell |
72,194
-1,117
| -2% | -$67.8K | 0.66% | 36 |
|
|
2024
Q4 | $4.21M | Sell |
73,311
-874
| -1% | -$50.2K | 0.63% | 38 |
|
|
2024
Q3 | $4.67M | Sell |
74,185
-423
| -0.6% | -$26.6K | 0.79% | 33 |
|
|
2024
Q2 | $4.38M | Sell |
74,608
-714
| -0.9% | -$41.9K | 0.84% | 31 |
|
|
2024
Q1 | $4.23M | Hold |
75,322
| – | – | 1.14% | 24 |
|
|
2023
Q4 | $4.23M | Sell |
75,322
-664
| -0.9% | -$37.3K | 1.14% | 24 |
|
|
2023
Q3 | $3.94M | Sell |
75,986
-780
| -1% | -$40.5K | 1.21% | 22 |
|
|
2023
Q2 | $4.18M | Sell |
76,766
-1,787
| -2% | -$97.2K | 1.24% | 22 |
|
|
2023
Q1 | $4.2M | Sell |
78,553
-2,270
| -3% | -$121K | 1.38% | 18 |
|
|
2022
Q4 | $4.05M | Sell |
80,823
-7,131
| -8% | -$358K | 1.47% | 18 |
|
|
2022
Q3 | $3.9M | Sell |
87,954
-12,100
| -12% | -$537K | 1.57% | 18 |
|
|
2022
Q2 | $4.98M | Sell |
100,054
-6,448
| -6% | -$321K | 1.96% | 16 |
|
|
2022
Q1 | $6.13M | Sell |
106,502
-3,322
| -3% | -$191K | 1.94% | 12 |
|
|
2021
Q4 | $6.73M | Buy |
109,824
+7,959
| +8% | +$488K | 2.27% | 11 |
|
|
2021
Q3 | $6.21M | Sell |
101,865
-12,266
| -11% | -$748K | 2.98% | 10 |
|
|
2021
Q2 | $7.22M | Buy |
114,131
+9,345
| +9% | +$591K | 2.82% | 10 |
|
|
2021
Q1 | $6.36M | Buy |
104,786
+9,540
| +10% | +$579K | 2.7% | 11 |
|
|
2020
Q4 | $5.56M | Sell |
95,246
-3,387
| -3% | -$198K | 2.55% | 10 |
|
|
2020
Q3 | $4.98M | Sell |
98,633
-4,053
| -4% | -$204K | 2.79% | 9 |
|
|
2020
Q2 | $4.89M | Sell |
102,686
-91,248
| -47% | -$4.34M | 3.19% | 9 |
|
|
2020
Q1 | $7.95M | Sell |
193,934
-6,721
| -3% | -$276K | 6.04% | 3 |
|
|
2019
Q4 | $10.8M | Sell |
200,655
-10,494
| -5% | -$564K | 7.81% | 2 |
|
|
2019
Q3 | $10.5M | Buy |
211,149
+15,690
| +8% | +$781K | 7.75% | 1 |
|
|
2019
Q2 | $9.97M | Buy |
195,459
+10,942
| +6% | +$558K | 8.49% | 1 |
|
|
2019
Q1 | $9.25M | Sell |
184,517
-15,192
| -8% | -$762K | 8.28% | 2 |
|
|
2018
Q4 | $9.1M | Buy |
+199,709
| New | +$9.1M | 7.17% | 2 |
|