Checchi Capital Advisers’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 | $246K | Sell |
3,657
-23
| -0.6% | -$1.55K | 0.01% | 501 |
|
|
2025
Q1 | $223K | Sell |
3,680
-31
| -0.8% | -$1.88K | 0.01% | 530 |
|
|
2024
Q4 | $213K | Buy |
3,711
+23
| +0.6% | +$1.32K | 0.01% | 531 |
|
|
2024
Q3 | $232K | Hold |
3,688
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $216K | Buy |
3,688
+162
| +5% | +$9.5K | 0.01% | 513 |
|
|
2024
Q1 | $207K | Sell |
3,526
-295
| -8% | -$17.3K | 0.02% | 542 |
|
|
2023
Q4 | $215K | Buy |
+3,821
| New | +$215K | 0.02% | 514 |
|
|
2023
Q3 | – | Sell |
-4,834
| Closed | -$263K | – | 577 |
|
|
2023
Q2 | $263K | Sell |
4,834
-504
| -9% | -$27.4K | 0.02% | 466 |
|
|
2023
Q1 | $285K | Buy |
5,338
+366
| +7% | +$19.6K | 0.03% | 429 |
|
|
2022
Q4 | $249K | Hold |
4,972
| – | – | 0.03% | 460 |
|
|
2022
Q3 | $221K | Hold |
4,972
| – | – | 0.02% | 485 |
|
|
2022
Q2 | $257K | Sell |
4,972
-13,188
| -73% | -$682K | 0.02% | 469 |
|
|
2022
Q1 | $1.05M | Buy |
+18,160
| New | +$1.05M | 0.09% | 149 |
|
|
2019
Q2 | – | Sell |
-7,933
| Closed | -$398K | – | 439 |
|
|
2019
Q1 | $398K | Buy |
7,933
+32
| +0.4% | +$1.61K | 0.05% | 217 |
|
|
2018
Q4 | $360K | Sell |
7,901
-783
| -9% | -$35.7K | 0.05% | 217 |
|
|
2018
Q3 | $452K | Buy |
8,684
+688
| +9% | +$35.8K | 0.05% | 220 |
|
|
2018
Q2 | $415K | Sell |
7,996
-279
| -3% | -$14.5K | 0.05% | 227 |
|
|
2018
Q1 | $450K | Buy |
8,275
+122
| +1% | +$6.63K | 0.06% | 202 |
|
|
2017
Q4 | $446K | Buy |
8,153
+75
| +0.9% | +$4.1K | 0.06% | 211 |
|
|
2017
Q3 | $426K | Hold |
8,078
| – | – | 0.04% | 194 |
|
|
2017
Q2 | $404K | Buy |
8,078
+909
| +13% | +$45.5K | 0.04% | 207 |
|
|
2017
Q1 | $343K | Hold |
7,169
| – | – | 0.04% | 240 |
|
|
2016
Q4 | $317K | Buy |
7,169
+137
| +2% | +$6.06K | 0.04% | 249 |
|
|
2016
Q3 | $319K | Hold |
7,032
| – | – | 0.04% | 232 |
|
|
2016
Q2 | $301K | Buy |
7,032
+289
| +4% | +$12.4K | 0.03% | 227 |
|
|
2016
Q1 | $291K | Hold |
6,743
| – | – | 0.06% | 239 |
|
|
2015
Q4 | $293K | Buy |
6,743
+78
| +1% | +$3.39K | 0.07% | 241 |
|
|
2015
Q3 | $284K | Hold |
6,665
| – | – | 0.08% | 221 |
|
|
2015
Q2 | $324K | Hold |
6,665
| – | – | 0.09% | 205 |
|
|
2015
Q1 | $325K | Hold |
6,665
| – | – | 0.1% | 201 |
|
|
2014
Q4 | $312K | Buy |
6,665
+473
| +8% | +$22.1K | 0.12% | 189 |
|
|
2014
Q3 | $305K | Hold |
6,192
| – | – | 0.13% | 169 |
|
|
2014
Q2 | $324K | Hold |
6,192
| – | – | 0.15% | 132 |
|
|
2014
Q1 | $312K | Buy |
6,192
+2,166
| +54% | +$109K | 0.19% | 107 |
|
|
2013
Q4 | $204K | Buy |
+4,026
| New | +$204K | 0.16% | 141 |
|