Icon Wealth Partners’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
2023
Q3
$307K Hold
2023
Q2
$322K Hold
2023
Q1
$316K Buy
2022
Q2
$619K Sell
2022
Q1
$722K Sell
2021
Q4
$2.08M Sell
2021
Q3
$2.13M Sell
2021
Q2
$2.28M Sell
2021
Q1
$2.93M Buy
2019
Q2
Sell
2019
Q1
$120K Hold
2018
Q4
$109K Hold
2018
Q3
$124K Hold
2018
Q2
$124K Hold
2018
Q1
$130K Hold
2017
Q4
$131K Buy