Icon 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 | $281K | Sell |
4,179
-44
| -1% | -$2.96K | 0.02% | 317 |
|
|
2025
Q1 | $256K | Sell |
4,223
-1,652
| -28% | -$100K | 0.02% | 308 |
|
|
2024
Q4 | $337K | Sell |
5,875
-39
| -0.7% | -$2.24K | 0.03% | 281 |
|
|
2024
Q3 | $373K | Hold |
5,914
| – | – | 0.03% | 253 |
|
|
2024
Q2 | $356K | Sell |
5,914
-13
| -0.2% | -$782 | 0.03% | 256 |
|
|
2024
Q1 | $348K | Buy |
5,927
+13
| +0.2% | +$762 | 0.03% | 255 |
|
|
2023
Q4 | $332K | Buy |
+5,914
| New | +$332K | 0.03% | 249 |
|
|
2022
Q4 | $297K | Sell |
5,914
-6,441
| -52% | -$323K | 0.03% | 252 |
|
|
2022
Q3 | $548K | Buy |
+12,355
| New | +$548K | 0.07% | 177 |
|