DHK Financial 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 | $2.94M | Buy |
43,738
+5
| +0% | +$336 | 1.69% | 10 |
|
2025
Q1 | $2.65M | Buy |
43,733
+2
| +0% | +$121 | 1.46% | 13 |
|
2024
Q4 | $2.51M | Buy |
43,731
+11
| +0% | +$632 | 1.52% | 13 |
|
2024
Q3 | $2.75M | Buy |
+43,720
| New | +$2.75M | 1.69% | 12 |
|
2024
Q2 | – | Sell |
-33,126
| Closed | -$1.94M | – | 98 |
|
2024
Q1 | $1.94M | Buy |
33,126
+459
| +1% | +$26.9K | 1.38% | 19 |
|
2023
Q4 | $1.83M | Buy |
32,667
+35
| +0.1% | +$1.97K | 1.38% | 20 |
|
2023
Q3 | $1.69M | Buy |
32,632
+419
| +1% | +$21.7K | 1.51% | 16 |
|
2023
Q2 | $1.75M | Buy |
+32,213
| New | +$1.75M | 1.49% | 17 |
|
2023
Q1 | – | Sell |
-33,489
| Closed | -$1.68M | – | 43 |
|
2022
Q4 | $1.68M | Sell |
33,489
-213
| -0.6% | -$10.7K | 2.33% | 10 |
|
2022
Q3 | $1.5M | Sell |
33,702
-37,122
| -52% | -$1.65M | 2.46% | 12 |
|
2022
Q2 | $3.54M | Buy |
70,824
+40
| +0.1% | +$2K | 3.38% | 5 |
|
2022
Q1 | $4.08M | Buy |
70,784
+6
| +0% | +$346 | 3.44% | 5 |
|
2021
Q4 | $4.34M | Buy |
+70,778
| New | +$4.34M | 4.08% | 5 |
|