Cherry Tree Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Sell	139,109 -2,268	-2%	-$176K	2.21%	15
2025 Q4	$10.4M	Sell	141,377 -282	-0.2%	-$20.5K	2.2%	14
2025 Q3	$10.1M	Sell	141,659 -590	-0.4%	-$40.7K	2.22%	13
2025 Q2	$9.56M	Sell	142,249 -4,703	-3%	-$298K	2.22%	13
2025 Q1	$8.91M	Sell	146,952 -45	-0%	-$2.71K	2.15%	14
2024 Q4	$8.44M	Sell	146,997 -1,006	-0.7%	-$60.6K	2.09%	14
2024 Q3	$9.32M	Buy	148,003 +160	+0.1%	+$9.64K	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%	+$82.9K	2.18%	14
2023 Q4	$8.2M	Buy	146,108 +121	+0.1%	+$6.41K	2.19%	15
2023 Q3	$7.57M	Buy	145,987 +1,780	+1%	+$96.3K	2.22%	14
2023 Q2	$7.85M	Buy	+144,207	New	+$7.82M	2.29%	14