CSIA
Carl Stuart Investment Advisor’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 | $392K | Buy |
5,831
+42
| +0.7% | +$2.82K | 0.2% | 10 |
|
|
2025
Q1 | $351K | Buy |
5,789
+18
| +0.3% | +$1.09K | 0.2% | 11 |
|
|
2024
Q4 | $331K | Buy |
5,771
+93
| +2% | +$5.34K | 0.18% | 13 |
|
|
2024
Q3 | $358K | Buy |
5,678
+22
| +0.4% | +$1.39K | 0.2% | 10 |
|
|
2024
Q2 | $332K | Buy |
5,656
+44
| +0.8% | +$2.58K | 0.21% | 10 |
|
|
2024
Q1 | $329K | Buy |
5,612
+21
| +0.4% | +$1.23K | 0.21% | 10 |
|
|
2023
Q4 | $314K | Buy |
5,591
+84
| +2% | +$4.72K | 0.21% | 21 |
|
|
2023
Q3 | $282K | Buy |
5,507
+31
| +0.6% | +$1.59K | 0.23% | 16 |
|
|
2023
Q2 | $298K | Buy |
+5,476
| New | +$298K | 0.23% | 15 |
|
|
2023
Q1 | – | Sell |
-5,404
| Closed | -$271K | – | 54 |
|
|
2022
Q4 | $271K | Buy |
5,404
+66
| +1% | +$3.31K | 0.25% | 17 |
|
|
2022
Q3 | $248K | Buy |
5,338
+29
| +0.5% | +$1.35K | 0.22% | 18 |
|
|
2022
Q2 | $264K | Buy |
5,309
+62
| +1% | +$3.08K | 0.23% | 16 |
|
|
2022
Q1 | $3.02M | Buy |
5,247
+9
| +0.2% | +$5.18K | 0.22% | 16 |
|
|
2021
Q4 | $321K | Buy |
+5,238
| New | +$321K | 0.23% | 18 |
|