Charis Legacy Partners’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
$2.12M Buy
31,559
+383
+1% +$25.7K 3.49% 8
2025
Q1
$1.89M Buy
31,176
+3,223
+12% +$196K 3.58% 8
2024
Q4
$1.6M Buy
+27,953
New +$1.6M 3.28% 10