Elwood & Goetz Wealth Advisory 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 | $244K | Hold |
3,626
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $220K | Buy |
3,626
+125
| +4% | +$7.58K | 0.05% | 93 |
|
|
2024
Q4 | $201K | Hold |
3,501
| – | – | 0.05% | 99 |
|
|
2024
Q3 | $221K | Hold |
3,501
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $205K | Sell |
3,501
-1,259
| -26% | -$73.8K | 0.06% | 80 |
|
|
2024
Q1 | $279K | Hold |
4,760
| – | – | 0.07% | 68 |
|
|
2023
Q4 | $267K | Hold |
4,760
| – | – | 0.06% | 69 |
|
|
2023
Q3 | $247K | Sell |
4,760
-98
| -2% | -$5.08K | 0.06% | 68 |
|
|
2023
Q2 | $264K | Hold |
4,858
| – | – | 0.06% | 58 |
|
|
2023
Q1 | $260K | Sell |
4,858
-246
| -5% | -$13.2K | 0.06% | 59 |
|
|
2022
Q4 | $256K | Hold |
5,104
| – | – | 0.08% | 56 |
|
|
2022
Q3 | $226K | Buy |
5,104
+92
| +2% | +$4.07K | 0.08% | 56 |
|
|
2022
Q2 | $250K | Buy |
5,012
+116
| +2% | +$5.79K | 0.08% | 52 |
|
|
2022
Q1 | $282K | Hold |
4,896
| – | – | 0.09% | 54 |
|
|
2021
Q4 | $300K | Hold |
4,896
| – | – | 0.09% | 48 |
|
|
2021
Q3 | $298K | Hold |
4,896
| – | – | 0.1% | 46 |
|
|
2021
Q2 | $310K | Hold |
4,896
| – | – | 0.12% | 42 |
|
|
2021
Q1 | $297K | Hold |
4,896
| – | – | 0.12% | 40 |
|
|
2020
Q4 | $286K | Hold |
4,896
| – | – | 0.13% | 42 |
|
|
2020
Q3 | $247K | Sell |
4,896
-841
| -15% | -$42.4K | 0.13% | 36 |
|
|
2020
Q2 | $273K | Hold |
5,737
| – | – | 0.17% | 31 |
|
|
2020
Q1 | $235K | Buy |
+5,737
| New | +$235K | 0.18% | 28 |
|