Essex Financial Services’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
$216K Sell
3,220
-78
-2% -$5.24K 0.01% 640
2025
Q1
$200K Buy
+3,298
New +$200K 0.01% 609
2018
Q4
Sell
-3,858
Closed -$201K 292
2018
Q3
$201K Buy
+3,858
New +$201K 0.04% 273
2018
Q2
Sell
-4,458
Closed -$242K 346
2018
Q1
$242K Buy
+4,458
New +$242K 0.05% 301