Concurrent 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 | $1.87M | Buy |
27,815
+9,674
| +53% | +$650K | 0.04% | 448 |
|
|
2025
Q1 | $1.1M | Sell |
18,141
-943
| -5% | -$57.2K | 0.03% | 519 |
|
|
2024
Q4 | $1.1M | Sell |
19,084
-3,868
| -17% | -$222K | 0.03% | 465 |
|
|
2024
Q3 | $1.45M | Sell |
22,952
-332
| -1% | -$20.9K | 0.04% | 381 |
|
|
2024
Q2 | $1.37M | Buy |
23,284
+6,379
| +38% | +$374K | 0.04% | 361 |
|
|
2024
Q1 | $991K | Buy |
16,905
+151
| +0.9% | +$8.86K | 0.04% | 371 |
|
|
2023
Q4 | $941K | Buy |
+16,754
| New | +$941K | 0.04% | 345 |
|