Heritage Wealth Advisors’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 | $107K | Sell |
1,589
-134
| -8% | -$9.01K | 0.01% | 243 |
|
|
2025
Q1 | $104K | Buy |
1,723
+387
| +29% | +$23.5K | 0.01% | 240 |
|
|
2024
Q4 | $76.7K | Buy |
1,336
+14
| +1% | +$804 | ﹤0.01% | 277 |
|
|
2024
Q3 | $83.3K | Buy |
1,322
+3
| +0.2% | +$189 | ﹤0.01% | 282 |
|
|
2024
Q2 | $77.3K | Buy |
1,319
+7
| +0.5% | +$410 | ﹤0.01% | 271 |
|
|
2024
Q1 | $76.9K | Buy |
1,312
+848
| +183% | +$49.7K | ﹤0.01% | 285 |
|
|
2023
Q4 | $26K | Hold |
464
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $24.1K | Sell |
464
-218
| -32% | -$11.3K | ﹤0.01% | 363 |
|
|
2023
Q2 | $37.1K | Hold |
682
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $36.5K | Hold |
682
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $34.2K | Hold |
682
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $30.3K | Buy |
682
+171
| +33% | +$7.59K | ﹤0.01% | 342 |
|
|
2022
Q2 | $26K | Hold |
511
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $29K | Buy |
+511
| New | +$29K | ﹤0.01% | 364 |
|