GeoWealth 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 | $682K | Buy |
10,147
+45
| +0.4% | +$3.03K | 0.03% | 338 |
|
|
2025
Q1 | $613K | Sell |
10,102
-261
| -3% | -$15.8K | 0.02% | 378 |
|
|
2024
Q4 | $595K | Sell |
10,363
-6,476
| -38% | -$372K | 0.02% | 426 |
|
|
2024
Q3 | $1.06M | Sell |
16,839
-49,440
| -75% | -$3.11M | 0.04% | 288 |
|
|
2024
Q2 | $3.89M | Sell |
66,279
-21,455
| -24% | -$1.26M | 0.17% | 91 |
|
|
2024
Q1 | $5.15M | Sell |
87,734
-10,209
| -10% | -$599K | 0.2% | 90 |
|
|
2023
Q4 | $5.5M | Sell |
97,943
-1,928
| -2% | -$108K | 0.45% | 56 |
|
|
2023
Q3 | $5.18M | Sell |
99,871
-1,640
| -2% | -$85.1K | 0.59% | 43 |
|
|
2023
Q2 | $5.52M | Sell |
101,511
-1,957
| -2% | -$106K | 0.6% | 30 |
|
|
2023
Q1 | $5.53M | Sell |
103,468
-76,773
| -43% | -$4.11M | 0.65% | 30 |
|
|
2022
Q4 | $9.04M | Sell |
180,241
-13,337
| -7% | -$669K | 0.96% | 22 |
|
|
2022
Q3 | $8.59M | Sell |
193,578
-16,974
| -8% | -$753K | 0.94% | 17 |
|
|
2022
Q2 | $10.5M | Buy |
210,552
+31,956
| +18% | +$1.6M | 1.41% | 17 |
|
|
2022
Q1 | $10.3M | Buy |
178,596
+6,578
| +4% | +$379K | 0.9% | 30 |
|
|
2021
Q4 | $10.5M | Buy |
172,018
+6,271
| +4% | +$384K | 0.86% | 33 |
|
|
2021
Q3 | $10.1M | Buy |
165,747
+10,693
| +7% | +$652K | 0.83% | 35 |
|
|
2021
Q2 | $9.83M | Buy |
155,054
+9,769
| +7% | +$619K | 1.24% | 19 |
|
|
2021
Q1 | $8.82M | Buy |
145,285
+23,518
| +19% | +$1.43M | 1.37% | 16 |
|
|
2020
Q4 | $7.11M | Buy |
121,767
+23,254
| +24% | +$1.36M | 1.14% | 23 |
|
|
2020
Q3 | $4.97M | Buy |
98,513
+22,106
| +29% | +$1.12M | 1.5% | 17 |
|
|
2020
Q2 | $3.64M | Buy |
+76,407
| New | +$3.64M | 1.5% | 18 |
|