Cooper/Haims 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
$202K Buy
+3,000
New +$202K 0.1% 82
2020
Q1
Sell
-4,915
Closed -$264K 54
2019
Q4
$264K Hold
4,915
0.15% 43
2019
Q3
$245K Sell
4,915
-538
-10% -$26.8K 0.15% 41
2019
Q2
$278K Buy
5,453
+6
+0.1% +$306 0.17% 41
2019
Q1
$273K Buy
5,447
+2
+0% +$100 0.17% 45
2018
Q4
$248K Buy
5,445
+8
+0.1% +$364 0.17% 49
2018
Q3
$283K Hold
5,437
0.19% 42
2018
Q2
$282K Buy
5,437
+8
+0.1% +$415 0.21% 39
2018
Q1
$295K Hold
5,429
0.26% 36
2017
Q4
$297K Buy
+5,429
New +$297K 0.27% 34