Financial Advocates Investment 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 | $1.04M | Sell |
15,408
-2,859
| -16% | -$192K | 0.08% | 226 |
|
2025
Q1 | $1.11M | Sell |
18,267
-9,107
| -33% | -$552K | 0.08% | 258 |
|
2024
Q4 | $1.57M | Buy |
27,374
+2,020
| +8% | +$116K | 0.09% | 212 |
|
2024
Q3 | $1.4M | Sell |
25,354
-2,280
| -8% | -$126K | 0.08% | 238 |
|
2024
Q2 | $1.62M | Buy |
27,634
+14,755
| +115% | +$865K | 0.1% | 200 |
|
2024
Q1 | $756K | Buy |
12,879
+362
| +3% | +$21.3K | 0.04% | 364 |
|
2023
Q4 | $704K | Sell |
12,517
-790
| -6% | -$44.4K | 0.05% | 358 |
|
2023
Q3 | $691K | Sell |
13,307
-23,623
| -64% | -$1.23M | 0.05% | 340 |
|
2023
Q2 | $2.01M | Buy |
36,930
+991
| +3% | +$53.9K | 0.14% | 162 |
|
2023
Q1 | $1.92M | Buy |
35,939
+381
| +1% | +$20.4K | 0.14% | 165 |
|
2022
Q4 | $1.78M | Buy |
35,558
+5,742
| +19% | +$288K | 0.13% | 180 |
|
2022
Q3 | $1.21M | Sell |
29,816
-10,356
| -26% | -$420K | 0.1% | 214 |
|
2022
Q2 | $2.01M | Sell |
40,172
-770
| -2% | -$38.5K | 0.16% | 152 |
|
2022
Q1 | $2.36M | Sell |
40,942
-2,130
| -5% | -$123K | 0.16% | 155 |
|
2021
Q4 | $2.64M | Buy |
43,072
+2,137
| +5% | +$131K | 0.17% | 144 |
|
2021
Q3 | $2.5M | Sell |
40,935
-2,239
| -5% | -$136K | 0.17% | 145 |
|
2021
Q2 | $2.74M | Sell |
43,174
-2,142
| -5% | -$136K | 0.18% | 129 |
|
2021
Q1 | $2.75M | Buy |
45,316
+13,397
| +42% | +$813K | 0.2% | 115 |
|
2020
Q4 | $1.86M | Sell |
31,919
-24,465
| -43% | -$1.43M | 0.13% | 185 |
|
2020
Q3 | $2.85M | Buy |
56,384
+23,222
| +70% | +$1.17M | 0.24% | 82 |
|
2020
Q2 | $1.58M | Sell |
33,162
-26,609
| -45% | -$1.27M | 0.15% | 162 |
|
2020
Q1 | $2.45M | Buy |
59,771
+131
| +0.2% | +$5.37K | 0.35% | 72 |
|
2019
Q4 | $3.21M | Buy |
59,640
+12,812
| +27% | +$689K | 0.34% | 75 |
|
2019
Q3 | $2.34M | Sell |
46,828
-4,929
| -10% | -$246K | 0.27% | 102 |
|
2019
Q2 | $2.64M | Buy |
51,757
+4,503
| +10% | +$230K | 0.31% | 85 |
|
2019
Q1 | $2.37M | Buy |
47,254
+12,589
| +36% | +$631K | 0.29% | 94 |
|
2018
Q4 | $1.58M | Buy |
34,665
+1,470
| +4% | +$67K | 0.22% | 122 |
|
2018
Q3 | $1.73M | Buy |
33,195
+11,433
| +53% | +$595K | 0.19% | 125 |
|
2018
Q2 | $1.12M | Sell |
21,762
-7,152
| -25% | -$368K | 0.14% | 158 |
|
2018
Q1 | $1.57M | Buy |
28,914
+12,264
| +74% | +$667K | 0.2% | 111 |
|
2017
Q4 | $911K | Buy |
+16,650
| New | +$911K | 0.12% | 174 |
|