Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,925
| Closed | -$523K | – | 268 |
|
|
2024
Q2 | $523K | Sell |
8,925
-152
| -2% | -$8.91K | 0.07% | 170 |
|
|
2024
Q1 | $532K | Buy |
9,077
+269
| +3% | +$15.8K | 0.07% | 169 |
|
|
2023
Q4 | $494K | Buy |
8,808
+274
| +3% | +$15.4K | 0.07% | 164 |
|
|
2023
Q3 | $443K | Sell |
8,534
-107
| -1% | -$5.55K | 0.07% | 164 |
|
|
2023
Q2 | $470K | Buy |
8,641
+2,666
| +45% | +$145K | 0.08% | 165 |
|
|
2023
Q1 | $320K | Buy |
5,975
+1,370
| +30% | +$73.3K | 0.06% | 186 |
|
|
2022
Q4 | $231K | Buy |
+4,605
| New | +$231K | 0.04% | 209 |
|
|
2022
Q3 | – | Sell |
-8,535
| Closed | -$426K | – | 221 |
|
|
2022
Q2 | $426K | Buy |
8,535
+4,498
| +111% | +$225K | 0.09% | 162 |
|
|
2022
Q1 | $233K | Buy |
4,037
+92
| +2% | +$5.31K | 0.04% | 206 |
|
|
2021
Q4 | $242K | Buy |
3,945
+589
| +18% | +$36.1K | 0.05% | 205 |
|
|
2021
Q3 | $205K | Buy |
3,356
+124
| +4% | +$7.57K | 0.04% | 208 |
|
|
2021
Q2 | $205K | Sell |
3,232
-197
| -6% | -$12.5K | 0.05% | 201 |
|
|
2021
Q1 | $208K | Buy |
+3,429
| New | +$208K | 0.05% | 197 |
|