Gradient Investments’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 | $225K | Buy |
3,353
+1
| +0% | +$67 | ﹤0.01% | 344 |
|
|
2025
Q1 | $203K | Buy |
+3,352
| New | +$203K | ﹤0.01% | 315 |
|
|
2024
Q4 | – | Sell |
-3,352
| Closed | -$211K | – | 328 |
|
|
2024
Q3 | $211K | Sell |
3,352
-1,503
| -31% | -$94.7K | ﹤0.01% | 290 |
|
|
2024
Q2 | $285K | Sell |
4,855
-41
| -0.8% | -$2.4K | 0.01% | 278 |
|
|
2024
Q1 | $287K | Sell |
4,896
-4,615
| -49% | -$271K | 0.01% | 261 |
|
|
2023
Q4 | $534K | Buy |
9,511
+210
| +2% | +$11.8K | 0.01% | 243 |
|
|
2023
Q3 | $482K | Buy |
9,301
+4,412
| +90% | +$229K | 0.01% | 230 |
|
|
2023
Q2 | $266K | Buy |
4,889
+1,853
| +61% | +$101K | 0.01% | 299 |
|
|
2023
Q1 | $162K | Buy |
3,036
+599
| +25% | +$32K | ﹤0.01% | 315 |
|
|
2022
Q4 | $122K | Sell |
2,437
-96
| -4% | -$4.81K | ﹤0.01% | 358 |
|
|
2022
Q3 | $112K | Sell |
2,533
-696
| -22% | -$30.8K | ﹤0.01% | 347 |
|
|
2022
Q2 | $161K | Buy |
3,229
+696
| +27% | +$34.7K | ﹤0.01% | 316 |
|
|
2022
Q1 | $146K | Sell |
2,533
-62
| -2% | -$3.57K | ﹤0.01% | 326 |
|
|
2021
Q4 | $159K | Buy |
2,595
+1,129
| +77% | +$69.2K | ﹤0.01% | 302 |
|
|
2021
Q3 | $89K | Sell |
1,466
-56
| -4% | -$3.4K | ﹤0.01% | 389 |
|
|
2021
Q2 | $96K | Buy |
1,522
+56
| +4% | +$3.53K | ﹤0.01% | 373 |
|
|
2021
Q1 | $89K | Buy |
1,466
+1,059
| +260% | +$64.3K | ﹤0.01% | 379 |
|
|
2020
Q4 | $21K | Hold |
407
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $21K | Sell |
407
-227
| -36% | -$11.7K | ﹤0.01% | 570 |
|
|
2020
Q2 | $30K | Buy |
634
+131
| +26% | +$6.2K | ﹤0.01% | 457 |
|
|
2020
Q1 | $21K | Buy |
503
+187
| +59% | +$7.81K | ﹤0.01% | 511 |
|
|
2019
Q4 | $17K | Sell |
316
-462
| -59% | -$24.9K | ﹤0.01% | 593 |
|
|
2019
Q3 | $39K | Sell |
778
-1,073
| -58% | -$53.8K | ﹤0.01% | 422 |
|
|
2019
Q2 | $94K | Hold |
1,851
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $93K | Sell |
1,851
-506
| -21% | -$25.4K | 0.01% | 288 |
|
|
2018
Q4 | $107K | Sell |
2,357
-2,668
| -53% | -$121K | 0.01% | 262 |
|
|
2018
Q3 | $262K | Sell |
5,025
-62
| -1% | -$3.23K | 0.01% | 228 |
|
|
2018
Q2 | $264K | Buy |
5,087
+1,096
| +27% | +$56.9K | 0.01% | 219 |
|
|
2018
Q1 | $217K | Sell |
3,991
-33,892
| -89% | -$1.84M | 0.01% | 229 |
|
|
2017
Q4 | $2.07M | Buy |
37,883
+289
| +0.8% | +$15.8K | 0.12% | 95 |
|
|
2017
Q3 | $1.98M | Buy |
37,594
+2,616
| +7% | +$138K | 0.13% | 91 |
|
|
2017
Q2 | $1.75M | Buy |
34,978
+1,228
| +4% | +$61.4K | 0.12% | 91 |
|
|
2017
Q1 | $1.61M | Buy |
33,750
+184
| +0.5% | +$8.8K | 0.12% | 94 |
|
|
2016
Q4 | $1.48M | Buy |
33,566
+2,005
| +6% | +$88.6K | 0.13% | 92 |
|
|
2016
Q3 | $1.43M | Sell |
31,561
-1,233
| -4% | -$56K | 0.14% | 92 |
|
|
2016
Q2 | $1.41M | Buy |
32,794
+1,422
| +5% | +$60.9K | 0.15% | 93 |
|
|
2016
Q1 | $1.35M | Sell |
31,372
-32,104
| -51% | -$1.39M | 0.17% | 94 |
|
|
2015
Q4 | $2.76M | Sell |
63,476
-190,479
| -75% | -$8.27M | 0.37% | 80 |
|
|
2015
Q3 | $10.8M | Buy |
253,955
+10,718
| +4% | +$457K | 1.54% | 16 |
|
|
2015
Q2 | $11.8M | Buy |
243,237
+20,848
| +9% | +$1.01M | 1.62% | 16 |
|
|
2015
Q1 | $10.8M | Sell |
222,389
-106,865
| -32% | -$5.21M | 1.62% | 16 |
|
|
2014
Q4 | $15.4M | Buy |
329,254
+33,234
| +11% | +$1.56M | 2.54% | 12 |
|
|
2014
Q3 | $14.6M | Buy |
296,020
+34,495
| +13% | +$1.7M | 2.64% | 12 |
|
|
2014
Q2 | $13.7M | Buy |
261,525
+28,726
| +12% | +$1.5M | 2.68% | 12 |
|
|
2014
Q1 | $11.7M | Buy |
232,799
+36,876
| +19% | +$1.86M | 2.71% | 11 |
|
|
2013
Q4 | $9.94M | Buy |
195,923
+19,547
| +11% | +$992K | 2.64% | 11 |
|
|
2013
Q3 | $8.57M | Buy |
176,376
+18,754
| +12% | +$911K | 2.7% | 12 |
|
|
2013
Q2 | $6.97M | Buy |
+157,622
| New | +$6.97M | 2.62% | 9 |
|