Holistic Planning’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
2024
Q3
Sell
-4,096
Closed -$240K 164
2024
Q2
$240K Hold
4,096
0.18% 100
2024
Q1
$240K Sell
4,096
-694
-14% -$40.7K 0.18% 100
2023
Q4
$269K Buy
+4,790
New +$269K 0.23% 91