Capstone Financial 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 | $370K | Hold |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $369K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $304K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Hold |
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|
2014
Q4 | $209K | Buy |
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|
2014
Q3 | $207K | Hold |
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|
2014
Q2 | $219K | Hold |
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|
2014
Q1 | $211K | Buy |
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|
2013
Q4 | $205K | Buy |
|