Heritage Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $114K | Buy |
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|
2025
Q2 | $107K | Sell |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $76.7K | Buy |
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|
2024
Q3 | $83.3K | Buy |
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|
2024
Q2 | $77.3K | Buy |
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|
2024
Q1 | $76.9K | Buy |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $24.1K | Sell |
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|
2023
Q2 | $37.1K | Hold |
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|
2023
Q1 | $36.5K | Hold |
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|
2022
Q4 | $34.2K | Hold |
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|
2022
Q3 | $30.3K | Buy |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $29K | Buy |
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