Geneos Wealth Management’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
Q3 | $545K | Buy |
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|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $398K | Sell |
|
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $410K | Buy |
|
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $393K | Buy |
|
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $383K | Buy |
|
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|
2023
Q1 | $348K | Buy |
|
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $3.21M | Sell |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $412K | Buy |
|
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $376K | Buy |
|
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|
2019
Q1 | $137K | Buy |
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|
2018
Q4 | $82K | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $97K | Buy |
|
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|
2018
Q1 | $101K | Sell |
|
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|
2017
Q4 | $105K | Buy |
|
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|
2017
Q3 | $98K | Buy |
|
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|
2017
Q2 | $91K | Sell |
|
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|
2017
Q1 | $106K | Buy |
|
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|
2016
Q4 | $95K | Sell |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $94K | Sell |
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|
2016
Q1 | $95K | Buy |
|