Family Wealth Partners’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 | $2.99M | Sell |
44,449
-3,572
| -7% | -$240K | 1.2% | 19 |
|
2025
Q1 | $2.91M | Sell |
48,021
-848
| -2% | -$51.4K | 1.33% | 18 |
|
2024
Q4 | $2.81M | Buy |
48,869
+663
| +1% | +$38.1K | 1.33% | 18 |
|
2024
Q3 | $3.04M | Sell |
48,206
-174
| -0.4% | -$11K | 1.55% | 18 |
|
2024
Q2 | $2.84M | Buy |
48,380
+2,026
| +4% | +$119K | 1.47% | 19 |
|
2024
Q1 | $2.72M | Sell |
46,354
-4,960
| -10% | -$291K | 1.54% | 19 |
|
2023
Q4 | $2.88M | Buy |
+51,314
| New | +$2.88M | 2.22% | 19 |
|