Cornerstone Planning Group’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
$128K Sell
1,907
-179
-9% -$12.1K 0.03% 118
2025
Q1
$127K Buy
2,086
+1,484
+247% +$90.6K 0.03% 122
2024
Q4
$35.6K Sell
602
-538
-47% -$31.8K 0.01% 227
2024
Q3
$69.5K Sell
1,140
-207
-15% -$12.6K 0.02% 147
2024
Q2
$76K Sell
1,347
-1,884
-58% -$106K 0.02% 155
2024
Q1
$189K Sell
3,231
-487
-13% -$28.6K 0.06% 77
2023
Q4
$209K Buy
3,718
+295
+9% +$16.6K 0.07% 79
2023
Q3
$178K Hold
3,423
0.07% 84
2023
Q2
$186K Buy
+3,423
New +$186K 0.07% 94
2022
Q4
$99.3K Buy
+1,846
New +$99.3K 0.04% 157