Global Retirement Partners’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 | $1.03M | Buy |
+15,259
| New | +$1.03M | 0.03% | 511 |
|
|
2024
Q4 | $1.47M | Buy |
25,675
+4,635
| +22% | +$266K | 0.04% | 364 |
|
|
2024
Q3 | $1.33M | Sell |
21,040
-33,045
| -61% | -$2.08M | 0.04% | 370 |
|
|
2024
Q2 | $3.17M | Buy |
54,085
+1,852
| +4% | +$109K | 0.1% | 195 |
|
|
2024
Q1 | $3.06M | Sell |
52,233
-1,818
| -3% | -$107K | 0.11% | 177 |
|
|
2023
Q4 | $2.95M | Buy |
54,051
+5,619
| +12% | +$307K | 0.12% | 168 |
|
|
2023
Q3 | $2.45M | Sell |
48,432
-507
| -1% | -$25.7K | 0.12% | 156 |
|
|
2023
Q2 | $2.66M | Buy |
48,939
+157
| +0.3% | +$8.54K | 0.13% | 148 |
|
|
2023
Q1 | $2.63M | Buy |
48,782
+18,606
| +62% | +$1M | 0.14% | 149 |
|
|
2022
Q4 | $1.51M | Buy |
30,176
+14,002
| +87% | +$702K | 0.1% | 198 |
|
|
2022
Q3 | $742K | Sell |
16,174
-437
| -3% | -$20K | 0.06% | 300 |
|
|
2022
Q2 | $830K | Buy |
16,611
+19
| +0.1% | +$949 | 0.07% | 268 |
|
|
2022
Q1 | $885K | Buy |
+16,592
| New | +$885K | 0.07% | 262 |
|
|
2021
Q4 | – | Sell |
-393
| Closed | -$24K | – | 1740 |
|
|
2021
Q3 | $24K | Buy |
393
+1
| +0.3% | +$61 | ﹤0.01% | 1153 |
|
|
2021
Q2 | $25K | Sell |
392
-19
| -5% | -$1.21K | ﹤0.01% | 1120 |
|
|
2021
Q1 | $25K | Buy |
411
+100
| +32% | +$6.08K | ﹤0.01% | 1039 |
|
|
2020
Q4 | $18K | Hold |
311
| – | – | ﹤0.01% | 1071 |
|
|
2020
Q3 | $16K | Hold |
311
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q2 | $15K | Hold |
311
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q1 | $13K | Sell |
311
-239
| -43% | -$9.99K | ﹤0.01% | 961 |
|
|
2019
Q4 | $30K | Sell |
550
-719
| -57% | -$39.2K | ﹤0.01% | 801 |
|
|
2019
Q3 | $63K | Hold |
1,269
| – | – | 0.01% | 571 |
|
|
2019
Q2 | $65K | Sell |
1,269
-95
| -7% | -$4.87K | 0.01% | 553 |
|
|
2019
Q1 | $68K | Sell |
1,364
-1,722
| -56% | -$85.8K | 0.02% | 470 |
|
|
2018
Q4 | $141K | Sell |
3,086
-921
| -23% | -$42.1K | 0.04% | 333 |
|
|
2018
Q3 | $209K | Buy |
4,007
+3,193
| +392% | +$167K | 0.05% | 293 |
|
|
2018
Q2 | $42K | Hold |
814
| – | – | 0.01% | 581 |
|
|
2018
Q1 | $44K | Sell |
814
-108
| -12% | -$5.84K | 0.01% | 562 |
|
|
2017
Q4 | $50K | Buy |
922
+277
| +43% | +$15K | 0.01% | 495 |
|
|
2017
Q3 | $34K | Buy |
645
+141
| +28% | +$7.43K | 0.01% | 512 |
|
|
2017
Q2 | $25K | Buy |
504
+270
| +115% | +$13.4K | 0.01% | 558 |
|
|
2017
Q1 | $11K | Hold |
234
| – | – | 0.01% | 727 |
|
|
2016
Q4 | $10K | Buy |
+234
| New | +$10K | 0.01% | 700 |
|