Cherry Tree 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.56M | Sell |
142,249
-4,703
| -3% | -$316K | 2.22% | 13 |
|
2025
Q1 | $8.91M | Sell |
146,952
-45
| -0% | -$2.73K | 2.15% | 14 |
|
2024
Q4 | $8.44M | Sell |
146,997
-1,006
| -0.7% | -$57.8K | 2.09% | 14 |
|
2024
Q3 | $9.32M | Buy |
148,003
+160
| +0.1% | +$10.1K | 2.21% | 13 |
|
2024
Q2 | $8.67M | Buy |
147,843
+269
| +0.2% | +$15.8K | 2.18% | 14 |
|
2024
Q1 | $8.66M | Buy |
147,574
+1,466
| +1% | +$86K | 2.18% | 14 |
|
2023
Q4 | $8.2M | Buy |
146,108
+121
| +0.1% | +$6.79K | 2.19% | 15 |
|
2023
Q3 | $7.57M | Buy |
145,987
+1,780
| +1% | +$92.3K | 2.22% | 14 |
|
2023
Q2 | $7.85M | Buy |
+144,207
| New | +$7.85M | 2.29% | 14 |
|