CSM 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 | $225K | Hold |
3,350
| – | – | 0.01% | 373 |
|
|
2025
Q1 | $203K | Buy |
+3,350
| New | +$203K | 0.01% | 122 |
|
|
2024
Q4 | – | Sell |
-3,350
| Closed | -$211K | – | 130 |
|
|
2024
Q3 | $211K | Buy |
+3,350
| New | +$211K | 0.01% | 121 |
|
|
2024
Q2 | – | Sell |
-43,350
| Closed | -$2.54M | – | 135 |
|
|
2024
Q1 | $2.54M | Hold |
43,350
| – | – | 0.17% | 88 |
|
|
2023
Q4 | $2.44M | Hold |
43,350
| – | – | 0.18% | 87 |
|
|
2023
Q3 | $2.25M | Hold |
43,350
| – | – | 0.2% | 81 |
|
|
2023
Q2 | $2.36M | Hold |
43,350
| – | – | 0.18% | 84 |
|
|
2023
Q1 | $2.32M | Hold |
43,350
| – | – | 0.2% | 80 |
|
|
2022
Q4 | $2.17M | Sell |
43,350
-8,100
| -16% | -$406K | 0.21% | 77 |
|
|
2022
Q3 | $2.28M | Hold |
51,450
| – | – | 0.25% | 73 |
|
|
2022
Q2 | $2.57M | Hold |
51,450
| – | – | 0.23% | 68 |
|
|
2022
Q1 | $2.96M | Hold |
51,450
| – | – | 0.2% | 74 |
|
|
2021
Q4 | $3.15M | Hold |
51,450
| – | – | 0.21% | 72 |
|
|
2021
Q3 | $3.14M | Hold |
51,450
| – | – | 0.23% | 64 |
|
|
2021
Q2 | $3.26M | Buy |
+51,450
| New | +$3.26M | 0.22% | 69 |
|