Glass Jacobson Investment Advisors’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 | $85.6K | Buy |
1,273
+57
| +5% | +$3.83K | 0.03% | 241 |
|
|
2025
Q1 | $69.8K | Hold |
1,216
| – | – | 0.02% | 335 |
|
|
2024
Q4 | $69.8K | Buy |
1,216
+2
| +0.2% | +$115 | 0.02% | 335 |
|
|
2024
Q3 | $76.5K | Buy |
1,214
+119
| +11% | +$7.5K | 0.03% | 309 |
|
|
2024
Q2 | $64.2K | Sell |
1,095
-519
| -32% | -$30.4K | 0.02% | 315 |
|
|
2024
Q1 | $94.7K | Sell |
1,614
-2,465
| -60% | -$145K | 0.04% | 281 |
|
|
2023
Q4 | $229K | Buy |
4,079
+37
| +0.9% | +$2.08K | 0.09% | 184 |
|
|
2023
Q3 | $210K | Buy |
4,042
+3
| +0.1% | +$156 | 0.1% | 192 |
|
|
2023
Q2 | $220K | Buy |
+4,039
| New | +$220K | 0.1% | 187 |
|
|
2022
Q4 | $201K | Buy |
+4,007
| New | +$201K | 0.1% | 196 |
|