FWP
Falcon Wealth Planning’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 | $2.36M | Buy |
35,143
+339
| +1% | +$22.8K | 0.24% | 43 |
|
|
2025
Q1 | $2.11M | Sell |
34,804
-730
| -2% | -$44.3K | 0.23% | 45 |
|
|
2024
Q4 | $2.04M | Sell |
35,534
-807
| -2% | -$46.3K | 0.23% | 49 |
|
|
2024
Q3 | $2.29M | Buy |
36,341
+236
| +0.7% | +$14.9K | 0.27% | 42 |
|
|
2024
Q2 | $2.12M | Sell |
36,105
-4,563
| -11% | -$268K | 0.28% | 39 |
|
|
2024
Q1 | $2.39M | Sell |
40,668
-5,607
| -12% | -$329K | 0.38% | 33 |
|
|
2023
Q4 | $2.6M | Sell |
46,275
-1,358
| -3% | -$76.2K | 0.45% | 29 |
|
|
2023
Q3 | $2.47M | Sell |
47,633
-2,214
| -4% | -$115K | 0.54% | 23 |
|
|
2023
Q2 | $2.71M | Sell |
49,847
-3,297
| -6% | -$179K | 0.6% | 22 |
|
|
2023
Q1 | $2.84M | Sell |
53,144
-6,866
| -11% | -$367K | 0.71% | 22 |
|
|
2022
Q4 | $3.01M | Sell |
60,010
-277,597
| -82% | -$13.9M | 0.86% | 22 |
|
|
2022
Q3 | $15M | Buy |
337,607
+77,411
| +30% | +$3.43M | 4.96% | 7 |
|
|
2022
Q2 | $13M | Buy |
260,196
+16,157
| +7% | +$807K | 4.42% | 7 |
|
|
2022
Q1 | $14.1M | Buy |
244,039
+26,043
| +12% | +$1.5M | 4.4% | 7 |
|
|
2021
Q4 | $13.4M | Buy |
217,996
+18,559
| +9% | +$1.14M | 4.37% | 7 |
|
|
2021
Q3 | $12.2M | Buy |
199,437
+23,670
| +13% | +$1.44M | 4.62% | 7 |
|
|
2021
Q2 | $11.1M | Buy |
175,767
+15,279
| +10% | +$969K | 4.76% | 7 |
|
|
2021
Q1 | $9.74M | Buy |
160,488
+10,799
| +7% | +$655K | 4.76% | 7 |
|
|
2020
Q4 | $8.74M | Buy |
+149,689
| New | +$8.74M | 4.9% | 7 |
|