Evergreen Wealth Management’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 | $2.91M | Sell |
43,568
-794
| -2% | -$53K | 1.63% | 22 |
|
|
2025
Q1 | $2.69M | Buy |
44,362
+15,779
| +55% | +$957K | 1.61% | 22 |
|
|
2024
Q4 | $1.64M | Buy |
28,583
+3,291
| +13% | +$189K | 0.97% | 32 |
|
|
2024
Q3 | $1.59M | Buy |
25,292
+4,765
| +23% | +$300K | 0.96% | 34 |
|
|
2024
Q2 | $1.2M | Hold |
20,527
| – | – | 0.8% | 42 |
|
|
2024
Q1 | $1.2M | Hold |
20,527
| – | – | 0.81% | 42 |
|
|
2023
Q4 | $1.15M | Buy |
20,527
+893
| +5% | +$50.1K | 0.85% | 42 |
|
|
2023
Q3 | $1.02M | Buy |
19,634
+477
| +2% | +$24.7K | 0.8% | 43 |
|
|
2023
Q2 | $1.04M | Buy |
19,157
+3,986
| +26% | +$217K | 0.82% | 39 |
|
|
2023
Q1 | $811K | Buy |
15,171
+970
| +7% | +$51.9K | 0.72% | 42 |
|
|
2022
Q4 | $712K | Buy |
+14,201
| New | +$712K | 0.66% | 44 |
|