GCA
Gradient Capital Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
20,633
+740
| +4% | +$49.7K | 0.41% | 50 |
|
|
2025
Q1 | $1.21M | Buy |
19,893
+299
| +2% | +$18.1K | 0.39% | 52 |
|
|
2024
Q4 | $1.12M | Buy |
19,594
+129
| +0.7% | +$7.41K | 0.36% | 55 |
|
|
2024
Q3 | $1.23M | Sell |
19,465
-887
| -4% | -$55.9K | 0.41% | 54 |
|
|
2024
Q2 | $1.19M | Sell |
20,352
-2,683
| -12% | -$157K | 0.43% | 52 |
|
|
2024
Q1 | $1.35M | Sell |
23,035
-2,023
| -8% | -$119K | 0.5% | 48 |
|
|
2023
Q4 | $1.41M | Sell |
25,058
-2,525
| -9% | -$142K | 0.54% | 43 |
|
|
2023
Q3 | $1.43M | Sell |
27,583
-280
| -1% | -$14.5K | 0.6% | 39 |
|
|
2023
Q2 | $1.52M | Buy |
27,863
+25
| +0.1% | +$1.36K | 0.61% | 36 |
|
|
2023
Q1 | $1.49M | Sell |
27,838
-1,511
| -5% | -$80.8K | 0.63% | 34 |
|
|
2022
Q4 | $1.47M | Buy |
29,349
+254
| +0.9% | +$12.7K | 0.67% | 38 |
|
|
2022
Q3 | $1.29M | Buy |
29,095
+805
| +3% | +$35.7K | 0.62% | 39 |
|
|
2022
Q2 | $1.41M | Buy |
28,290
+399
| +1% | +$19.9K | 0.68% | 40 |
|
|
2022
Q1 | $1.61M | Sell |
27,891
-80
| -0.3% | -$4.61K | 0.68% | 38 |
|
|
2021
Q4 | $1.71M | Hold |
27,971
| – | – | 0.71% | 34 |
|
|
2021
Q3 | $1.71M | Sell |
27,971
-532
| -2% | -$32.4K | 0.78% | 31 |
|
|
2021
Q2 | $1.81M | Sell |
28,503
-421
| -1% | -$26.7K | 0.85% | 29 |
|
|
2021
Q1 | $1.76M | Sell |
28,924
-645
| -2% | -$39.1K | 0.93% | 28 |
|
|
2020
Q4 | $1.73M | Sell |
29,569
-457
| -2% | -$26.7K | 0.98% | 26 |
|
|
2020
Q3 | $1.52M | Sell |
30,026
-355
| -1% | -$17.9K | 0.95% | 29 |
|
|
2020
Q2 | $1.45M | Buy |
30,381
+5,213
| +21% | +$248K | 0.98% | 29 |
|
|
2020
Q1 | $1.03M | Buy |
25,168
+10,166
| +68% | +$417K | 0.83% | 32 |
|
|
2019
Q4 | $806K | Sell |
15,002
-1,413
| -9% | -$75.9K | 0.56% | 45 |
|
|
2019
Q3 | $819K | Buy |
16,415
+2,070
| +14% | +$103K | 0.61% | 42 |
|
|
2019
Q2 | $731K | Sell |
14,345
-68
| -0.5% | -$3.47K | 0.56% | 43 |
|
|
2019
Q1 | $723K | Buy |
14,413
+311
| +2% | +$15.6K | 0.58% | 39 |
|
|
2018
Q4 | $643K | Buy |
14,102
+1,044
| +8% | +$47.6K | 0.56% | 40 |
|
|
2018
Q3 | $680K | Buy |
13,058
+97
| +0.7% | +$5.05K | 0.57% | 37 |
|
|
2018
Q2 | $672K | Sell |
12,961
-236
| -2% | -$12.2K | 0.62% | 36 |
|
|
2018
Q1 | $718K | Sell |
13,197
-91
| -0.7% | -$4.95K | 0.72% | 31 |
|
|
2017
Q4 | $727K | Buy |
+13,288
| New | +$727K | 0.74% | 31 |
|