EverSource Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
2,484
-2,830
| -53% | -$190K | 0.01% | 940 |
|
|
2025
Q1 | $322K | Buy |
5,314
+1,132
| +27% | +$68.7K | 0.02% | 497 |
|
|
2024
Q4 | $240K | Buy |
4,182
+137
| +3% | +$7.87K | 0.01% | 587 |
|
|
2024
Q3 | $255K | Buy |
4,045
+62
| +2% | +$3.91K | 0.02% | 488 |
|
|
2024
Q2 | $239K | Buy |
3,983
+681
| +21% | +$40.9K | 0.02% | 496 |
|
|
2024
Q1 | $189K | Buy |
3,302
+1,034
| +46% | +$59.1K | 0.01% | 508 |
|
|
2023
Q4 | $127K | Sell |
2,268
-2,700
| -54% | -$152K | 0.01% | 565 |
|
|
2023
Q3 | $258K | Sell |
4,968
-50
| -1% | -$2.59K | 0.03% | 349 |
|
|
2023
Q2 | $273K | Buy |
5,018
+50
| +1% | +$2.72K | 0.03% | 333 |
|
|
2023
Q1 | $266K | Hold |
4,968
| – | – | 0.03% | 323 |
|
|
2022
Q4 | $249K | Buy |
4,968
+4,130
| +493% | +$207K | 0.04% | 320 |
|
|
2022
Q3 | $37K | Hold |
838
| – | – | 0.01% | 722 |
|
|
2022
Q2 | $42K | Hold |
838
| – | – | 0.01% | 666 |
|
|
2022
Q1 | $48K | Hold |
838
| – | – | 0.01% | 473 |
|
|
2021
Q4 | $51K | Buy |
+838
| New | +$51K | 0.01% | 426 |
|