Horizon Family Wealth’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
Q1 | – | Sell |
-9,180
| Closed | -$527K | – | 85 |
|
|
2024
Q4 | $527K | Hold |
9,180
| – | – | 0.35% | 43 |
|
|
2024
Q3 | $578K | Hold |
9,180
| – | – | 0.41% | 35 |
|
|
2024
Q2 | $538K | Hold |
9,180
| – | – | 0.41% | 35 |
|
|
2024
Q1 | $538K | Hold |
9,180
| – | – | 0.42% | 36 |
|
|
2023
Q4 | $515K | Hold |
9,180
| – | – | 0.43% | 34 |
|
|
2023
Q3 | $476K | Hold |
9,180
| – | – | 0.46% | 32 |
|
|
2023
Q2 | $499K | Hold |
9,180
| – | – | 0.48% | 31 |
|
|
2023
Q1 | $491K | Hold |
9,180
| – | – | 0.52% | 30 |
|
|
2022
Q4 | $460K | Hold |
9,180
| – | – | 0.53% | 32 |
|
|
2022
Q3 | $407K | Hold |
9,180
| – | – | 0.5% | 36 |
|
|
2022
Q2 | $459K | Hold |
9,180
| – | – | 0.53% | 35 |
|
|
2022
Q1 | $529K | Hold |
9,180
| – | – | 0.52% | 36 |
|
|
2021
Q4 | $563K | Buy |
+9,180
| New | +$563K | 0.57% | 32 |
|