CIA
Compass Ion Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
77,938
+1,838
| +2% | +$124K | 0.57% | 25 |
|
|
2025
Q1 | $4.62M | Sell |
76,100
-2,925
| -4% | -$177K | 0.54% | 28 |
|
|
2024
Q4 | $4.54M | Sell |
79,025
-1,238
| -2% | -$71.1K | 0.54% | 28 |
|
|
2024
Q3 | $5.06M | Sell |
80,263
-6,815
| -8% | -$429K | 0.62% | 25 |
|
|
2024
Q2 | $5.11M | Hold |
87,078
| – | – | 0.73% | 21 |
|
|
2024
Q1 | $5.11M | Buy |
87,078
+396
| +0.5% | +$23.2K | 0.73% | 21 |
|
|
2023
Q4 | $4.87M | Sell |
86,682
-4,786
| -5% | -$269K | 0.75% | 20 |
|
|
2023
Q3 | $4.74M | Buy |
+91,468
| New | +$4.74M | 0.81% | 16 |
|