EverSource Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $51K | Buy |
|