Capstone Wealth Management Group (Pennsylvania)’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 | $502K | Buy |
7,475
+53
| +0.7% | +$3.56K | 0.48% | 34 |
|
|
2025
Q1 | $450K | Sell |
7,422
-432
| -6% | -$26.2K | 0.26% | 52 |
|
|
2024
Q4 | $451K | Buy |
7,854
+91
| +1% | +$5.22K | 0.24% | 59 |
|
|
2024
Q3 | $489K | Buy |
7,763
+30
| +0.4% | +$1.89K | 0.29% | 54 |
|
|
2024
Q2 | $453K | Buy |
7,733
+60
| +0.8% | +$3.52K | 0.3% | 55 |
|
|
2024
Q1 | $450K | Buy |
7,673
+29
| +0.4% | +$1.7K | 0.32% | 54 |
|
|
2023
Q4 | $429K | Sell |
7,644
-59
| -0.8% | -$3.31K | 0.41% | 43 |
|
|
2023
Q3 | $400K | Sell |
7,703
-200
| -3% | -$10.4K | 0.41% | 40 |
|
|
2023
Q2 | $430K | Buy |
7,903
+89
| +1% | +$4.84K | 0.44% | 40 |
|
|
2023
Q1 | $418K | Sell |
7,814
-532
| -6% | -$28.4K | 0.46% | 36 |
|
|
2022
Q4 | $418K | Sell |
8,346
-802
| -9% | -$40.2K | 0.45% | 41 |
|
|
2022
Q3 | $406K | Sell |
9,148
-225
| -2% | -$9.99K | 0.52% | 38 |
|
|
2022
Q2 | $468K | Sell |
9,373
-43
| -0.5% | -$2.15K | 0.56% | 36 |
|
|
2022
Q1 | $542K | Sell |
9,416
-1,912
| -17% | -$110K | 0.54% | 39 |
|
|
2021
Q4 | $694K | Buy |
+11,328
| New | +$694K | 0.56% | 35 |
|