Compass Planning Associates’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	$13.4M	Sell	199,583 -3,819	-2%	-$257K	12.31%	3
2025 Q1	$12.3M	Buy	203,402 +14,293	+8%	+$867K	12.47%	3
2024 Q4	$10.9M	Buy	+189,109	New	+$10.9M	11.02%	3