Cornerstone Wealth 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 | $204K | Buy |
+3,033
| New | +$204K | 0.05% | 48 |
|
2025
Q1 | – | Sell |
-3,862
| Closed | -$222K | – | 51 |
|
2024
Q4 | $222K | Sell |
3,862
-868
| -18% | -$49.8K | 0.06% | 48 |
|
2024
Q3 | $298K | Buy |
4,730
+28
| +0.6% | +$1.76K | 0.08% | 41 |
|
2024
Q2 | $276K | Sell |
4,702
-196
| -4% | -$11.5K | 0.08% | 43 |
|
2024
Q1 | $287K | Sell |
4,898
-122
| -2% | -$7.16K | 0.09% | 38 |
|
2023
Q4 | $282K | Sell |
5,020
-130
| -3% | -$7.3K | 0.09% | 38 |
|
2023
Q3 | $267K | Sell |
5,150
-196
| -4% | -$10.2K | 0.09% | 38 |
|
2023
Q2 | $291K | Buy |
5,346
+7
| +0.1% | +$381 | 0.1% | 36 |
|
2023
Q1 | $285K | Sell |
5,339
-373
| -7% | -$19.9K | 0.1% | 36 |
|
2022
Q4 | $286K | Buy |
5,712
+8
| +0.1% | +$401 | 0.11% | 36 |
|
2022
Q3 | $253K | Sell |
5,704
-11
| -0.2% | -$488 | 0.1% | 37 |
|
2022
Q2 | $286K | Sell |
5,715
-13
| -0.2% | -$651 | 0.11% | 36 |
|
2022
Q1 | $330K | Buy |
5,728
+326
| +6% | +$18.8K | 0.11% | 35 |
|
2021
Q4 | $331K | Buy |
5,402
+9
| +0.2% | +$551 | 0.11% | 34 |
|
2021
Q3 | $329K | Buy |
5,393
+3
| +0.1% | +$183 | 0.12% | 34 |
|
2021
Q2 | $342K | Sell |
5,390
-1,045
| -16% | -$66.3K | 0.12% | 32 |
|
2021
Q1 | $390K | Buy |
+6,435
| New | +$390K | 0.15% | 30 |
|