FRG Family 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 | $1.36M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $476K | Hold |
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $337K | Hold |
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|
2019
Q1 | $331K | Sell |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $558K | Hold |
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|
2018
Q2 | $555K | Hold |
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|
2018
Q1 | $582K | Hold |
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|
2017
Q4 | $586K | Buy |
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