Colton Groome Financial 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 | $238K | Hold |
3,535
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $220K | Hold |
3,535
| – | – | 0.09% | 115 |
|
|
2024
Q4 | $203K | Sell |
3,535
-224
| -6% | -$12.9K | 0.08% | 119 |
|
|
2024
Q3 | $237K | Buy |
3,759
+224
| +6% | +$14.1K | 0.09% | 118 |
|
|
2024
Q2 | $207K | Hold |
3,535
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $207K | Buy |
+3,535
| New | +$207K | 0.08% | 115 |
|
|
2023
Q4 | – | Sell |
-4,810
| Closed | -$249K | – | 133 |
|
|
2023
Q3 | $249K | Sell |
4,810
-1,100
| -19% | -$57.1K | 0.12% | 98 |
|
|
2023
Q2 | $322K | Sell |
5,910
-1,260
| -18% | -$68.6K | 0.15% | 94 |
|
|
2023
Q1 | $383K | Sell |
7,170
-300
| -4% | -$16K | 0.18% | 89 |
|
|
2022
Q4 | $375K | Hold |
7,470
| – | – | 0.18% | 89 |
|
|
2022
Q3 | $331K | Hold |
7,470
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $373K | Buy |
7,470
+489
| +7% | +$24.4K | 0.19% | 66 |
|
|
2022
Q1 | $402K | Sell |
6,981
-1,866
| -21% | -$107K | 0.19% | 65 |
|
|
2021
Q4 | $542K | Hold |
8,847
| – | – | 0.22% | 71 |
|
|
2021
Q3 | $539K | Buy |
8,847
+75
| +0.9% | +$4.57K | 0.23% | 64 |
|
|
2021
Q2 | $556K | Buy |
8,772
+1,662
| +23% | +$105K | 0.25% | 63 |
|
|
2021
Q1 | $431K | Sell |
7,110
-1,621
| -19% | -$98.3K | 0.24% | 42 |
|
|
2020
Q4 | $510K | Sell |
8,731
-6,677
| -43% | -$390K | 0.33% | 42 |
|
|
2020
Q3 | $777K | Sell |
15,408
-3,640
| -19% | -$184K | 0.55% | 32 |
|
|
2020
Q2 | $907K | Buy |
19,048
+190
| +1% | +$9.05K | 0.66% | 28 |
|
|
2020
Q1 | $774K | Buy |
18,858
+495
| +3% | +$20.3K | 0.64% | 29 |
|
|
2019
Q4 | $987K | Sell |
18,363
-1,572
| -8% | -$84.5K | 0.71% | 32 |
|
|
2019
Q3 | $1.04M | Sell |
19,935
-1,309
| -6% | -$68.6K | 0.77% | 30 |
|
|
2019
Q2 | $1.08M | Buy |
+21,244
| New | +$1.08M | 0.87% | 20 |
|