Evergreen 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 | $665K | Buy |
9,899
+69
| +0.7% | +$4.64K | 0.18% | 14 |
|
|
2025
Q1 | $596K | Buy |
9,830
+1,201
| +14% | +$72.8K | 0.17% | 14 |
|
|
2024
Q4 | $495K | Buy |
8,629
+139
| +2% | +$7.98K | 0.14% | 14 |
|
|
2024
Q3 | $535K | Buy |
8,490
+33
| +0.4% | +$2.08K | 0.15% | 14 |
|
|
2024
Q2 | $496K | Buy |
8,457
+66
| +0.8% | +$3.87K | 0.15% | 14 |
|
|
2024
Q1 | $492K | Buy |
8,391
+31
| +0.4% | +$1.82K | 0.15% | 14 |
|
|
2023
Q4 | $469K | Buy |
8,360
+125
| +2% | +$7.02K | 0.15% | 14 |
|
|
2023
Q3 | $427K | Buy |
8,235
+46
| +0.6% | +$2.39K | 0.15% | 14 |
|
|
2023
Q2 | $446K | Buy |
8,189
+92
| +1% | +$5.01K | 0.16% | 14 |
|
|
2023
Q1 | $433K | Buy |
8,097
+18
| +0.2% | +$963 | 0.16% | 14 |
|
|
2022
Q4 | $405K | Buy |
8,079
+98
| +1% | +$4.91K | 0.16% | 14 |
|
|
2022
Q3 | $354K | Buy |
7,981
+46
| +0.6% | +$2.04K | 0.15% | 11 |
|
|
2022
Q2 | $396K | Sell |
7,935
-291
| -4% | -$14.5K | 0.16% | 11 |
|
|
2022
Q1 | $474K | Buy |
8,226
+732
| +10% | +$42.2K | 0.17% | 11 |
|
|
2021
Q4 | $459K | Sell |
7,494
-3,123
| -29% | -$191K | 0.16% | 10 |
|
|
2021
Q3 | $647K | Buy |
10,617
+101
| +1% | +$6.16K | 0.23% | 9 |
|
|
2021
Q2 | $638K | Hold |
10,516
| – | – | 0.28% | 7 |
|
|
2021
Q1 | $638K | Buy |
10,516
+20
| +0.2% | +$1.21K | 0.24% | 8 |
|
|
2020
Q4 | $613K | Sell |
10,496
-531
| -5% | -$31K | 0.25% | 8 |
|
|
2020
Q3 | $556K | Sell |
11,027
-226
| -2% | -$11.4K | 0.25% | 8 |
|
|
2020
Q2 | $536K | Buy |
11,253
+2,646
| +31% | +$126K | 0.26% | 8 |
|
|
2020
Q1 | $353K | Sell |
8,607
-223
| -3% | -$9.15K | 0.2% | 8 |
|
|
2019
Q4 | $475K | Buy |
8,830
+94
| +1% | +$5.06K | 0.27% | 12 |
|
|
2019
Q3 | $436K | Buy |
8,736
+57
| +0.7% | +$2.85K | 0.27% | 13 |
|
|
2019
Q2 | $443K | Buy |
8,679
+98
| +1% | +$5K | 0.28% | 12 |
|
|
2019
Q1 | $430K | Buy |
8,581
+30
| +0.4% | +$1.5K | 0.36% | 10 |
|
|
2018
Q4 | $390K | Buy |
+8,551
| New | +$390K | 0.39% | 10 |
|