Certus Wealth Management’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 |
-14,081
| Closed | -$826K | – | 55 |
|
|
2024
Q2 | $826K | Buy |
14,081
+588
| +4% | +$34.5K | 0.63% | 34 |
|
|
2024
Q1 | $791K | Buy |
13,493
+1,723
| +15% | +$101K | 0.63% | 32 |
|
|
2023
Q4 | $661K | Sell |
11,770
-99
| -0.8% | -$5.56K | 0.56% | 36 |
|
|
2023
Q3 | $616K | Sell |
11,869
-1,237
| -9% | -$64.2K | 0.59% | 35 |
|
|
2023
Q2 | $713K | Buy |
+13,106
| New | +$713K | 0.71% | 37 |
|