Capital Planning Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
|
|||||
|
2025
Q2 | $231K | Sell |
|
|||||
|
2025
Q1 | $313K | Hold |
|
|||||
|
2024
Q4 | $296K | Hold |
|
|||||
|
2024
Q3 | $325K | Hold |
|
|||||
|
2024
Q2 | $303K | Hold |
|
|||||
|
2024
Q1 | $303K | Sell |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $388K | Hold |
|
|||||
|
2023
Q2 | $407K | Hold |
|
|||||
|
2023
Q1 | $400K | Buy |
|
|||||
|
2022
Q4 | $356K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $211K | Hold |
|
|||||
|
2021
Q3 | $210K | Hold |
|
|||||
|
2021
Q2 | $218K | Hold |
|
|||||
|
2021
Q1 | $209K | Hold |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $200K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $241K | Sell |
|
|||||
|
2018
Q4 | $333K | Sell |
|
|||||
|
2018
Q3 | $17.6M | Sell |
|
|||||
|
2018
Q2 | $19.5M | Sell |
|
|||||
|
2018
Q1 | $24M | Buy |
|
|||||
|
2017
Q4 | $20.7M | Buy |
|
|||||
|
2017
Q3 | $11.8M | Buy |
|
|||||
|
2017
Q2 | $4.41M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $233K | Sell |
|
|||||
|
2015
Q3 | $269K | Buy |
|