Choate Investment Advisors’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 | $380K | Buy |
5,647
+107
| +2% | +$7.19K | 0.01% | 301 |
|
|
2025
Q1 | $336K | Buy |
5,540
+800
| +17% | +$48.5K | 0.01% | 311 |
|
|
2024
Q4 | $272K | Hold |
4,740
| – | – | 0.01% | 344 |
|
|
2024
Q3 | $299K | Hold |
4,740
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $278K | Hold |
4,740
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $278K | Buy |
+4,740
| New | +$278K | 0.01% | 341 |
|
|
2023
Q4 | – | Sell |
-350
| Closed | -$18.2K | – | 459 |
|
|
2023
Q3 | $18.2K | Hold |
350
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $19K | Buy |
+350
| New | +$19K | ﹤0.01% | 331 |
|
|
2022
Q2 | – | Sell |
-1,594
| Closed | -$92K | – | 377 |
|
|
2022
Q1 | $92K | Sell |
1,594
-1,770
| -53% | -$102K | ﹤0.01% | 311 |
|
|
2021
Q4 | $206K | Hold |
3,364
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $205K | Hold |
3,364
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $213K | Sell |
3,364
-1,626
| -33% | -$103K | 0.01% | 258 |
|
|
2021
Q1 | $303K | Buy |
+4,990
| New | +$303K | 0.02% | 223 |
|
|
2018
Q3 | – | Sell |
-18,000
| Closed | -$933K | – | 223 |
|
|
2018
Q2 | $933K | Buy |
+18,000
| New | +$933K | 0.05% | 118 |
|
|
2016
Q2 | – | Sell |
-5,500
| Closed | -$237K | – | 251 |
|
|
2016
Q1 | $237K | Buy |
+5,500
| New | +$237K | 0.02% | 226 |
|