Concord Wealth Partners’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
Q1 | – | Sell |
-41
| Closed | -$2.35K | – | 975 |
|
|
2024
Q4 | $2.35K | Hold |
41
| – | – | ﹤0.01% | 694 |
|
|
2024
Q3 | $2.58K | Hold |
41
| – | – | ﹤0.01% | 716 |
|
|
2024
Q2 | $2.4K | Hold |
41
| – | – | ﹤0.01% | 655 |
|
|
2024
Q1 | $2.41K | Sell |
41
-5
| -11% | -$293 | ﹤0.01% | 733 |
|
|
2023
Q4 | $2.58K | Buy |
+46
| New | +$2.58K | ﹤0.01% | 691 |
|