Golden State Wealth 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
$302K Buy
4,491
+3
+0.1% +$202 0.04% 300
2025
Q1
$272K Buy
4,488
+247
+6% +$15K 0.04% 305
2024
Q4
$244K Buy
+4,241
New +$244K 0.04% 293
2020
Q4
Sell
-2,192
Closed -$111K 418
2020
Q3
$111K Buy
+2,192
New +$111K 0.04% 243
2020
Q2
Sell
-2,103
Closed -$86K 865
2020
Q1
$86K Buy
+2,103
New +$86K 0.04% 273
2019
Q4
Sell
-2,444
Closed -$122K 893
2019
Q3
$122K Buy
2,444
+2
+0.1% +$100 0.04% 287
2019
Q2
$124K Buy
2,442
+1
+0% +$51 0.04% 305
2019
Q1
$122K Buy
+2,441
New +$122K 0.04% 291