IFP 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 | $6.2M | Sell |
92,306
-5,592
| -6% | -$376K | 0.18% | 121 |
|
2025
Q1 | $5.94M | Buy |
97,898
+4,298
| +5% | +$261K | 0.18% | 113 |
|
2024
Q4 | $5.37M | Buy |
93,600
+30,985
| +49% | +$1.78M | 0.18% | 128 |
|
2024
Q3 | $3.94M | Buy |
62,615
+16,008
| +34% | +$1.01M | 0.14% | 152 |
|
2024
Q2 | $2.73M | Sell |
46,607
-5,113
| -10% | -$300K | 0.11% | 197 |
|
2024
Q1 | $3.03M | Buy |
51,720
+14,304
| +38% | +$839K | 0.13% | 164 |
|
2023
Q4 | $2.1M | Buy |
37,416
+25,067
| +203% | +$1.41M | 0.1% | 228 |
|
2023
Q3 | $641K | Buy |
12,349
+274
| +2% | +$14.2K | 0.03% | 510 |
|
2023
Q2 | $657K | Sell |
12,075
-883
| -7% | -$48K | 0.03% | 554 |
|
2023
Q1 | $561K | Sell |
12,958
-9,341
| -42% | -$404K | 0.02% | 562 |
|
2022
Q4 | $972K | Buy |
22,299
+4,940
| +28% | +$215K | 0.03% | 630 |
|
2022
Q3 | $755K | Buy |
17,359
+3,844
| +28% | +$167K | 0.02% | 739 |
|
2022
Q2 | $587K | Hold |
13,515
| – | – | 0.02% | 774 |
|
2022
Q1 | $587K | Buy |
13,515
+4,384
| +48% | +$190K | 0.02% | 774 |
|
2021
Q4 | $562K | Sell |
9,131
-739
| -7% | -$45.5K | 0.01% | 549 |
|
2021
Q3 | $609K | Sell |
9,870
-3,383
| -26% | -$209K | 0.01% | 511 |
|
2021
Q2 | $840K | Sell |
13,253
-172
| -1% | -$10.9K | 0.02% | 410 |
|
2021
Q1 | $814K | Sell |
13,425
-6,689
| -33% | -$406K | 0.02% | 392 |
|
2020
Q4 | $1.18M | Sell |
20,114
-11,326
| -36% | -$665K | 0.05% | 308 |
|
2020
Q3 | $1.59M | Buy |
31,440
+20,583
| +190% | +$1.04M | 0.09% | 209 |
|
2020
Q2 | $519K | Sell |
10,857
-2,986
| -22% | -$143K | 0.04% | 410 |
|
2020
Q1 | $572K | Sell |
13,843
-3,649
| -21% | -$151K | 0.06% | 321 |
|
2019
Q4 | $941K | Sell |
17,492
-4,970
| -22% | -$267K | 0.07% | 293 |
|
2019
Q3 | $1.12M | Buy |
+22,462
| New | +$1.12M | 0.07% | 278 |
|
2019
Q1 | $202K | Sell |
4,017
-30,692
| -88% | -$1.54M | 0.03% | 469 |
|
2018
Q4 | $1.58M | Sell |
34,709
-11,035
| -24% | -$503K | 0.1% | 229 |
|
2018
Q3 | $2.38M | Sell |
45,744
-31,172
| -41% | -$1.62M | 0.1% | 225 |
|
2018
Q2 | $3.99M | Buy |
76,916
+16,451
| +27% | +$853K | 0.17% | 142 |
|
2018
Q1 | $3.31M | Hold |
60,465
| – | – | 0.15% | 159 |
|
2017
Q4 | $3.31M | Buy |
60,465
+28,758
| +91% | +$1.57M | 0.15% | 158 |
|
2017
Q3 | $1.67M | Buy |
31,707
+3,241
| +11% | +$171K | 0.07% | 305 |
|
2017
Q2 | $1.42M | Buy |
28,466
+299
| +1% | +$15K | 0.06% | 334 |
|
2017
Q1 | $1.35M | Buy |
28,167
+3,335
| +13% | +$159K | 0.06% | 345 |
|
2016
Q4 | $1.1M | Sell |
24,832
-824
| -3% | -$36.4K | 0.05% | 357 |
|
2016
Q3 | $1.17M | Sell |
25,656
-4,412
| -15% | -$201K | 0.06% | 322 |
|
2016
Q2 | $1.29M | Buy |
30,068
+26,051
| +649% | +$1.12M | 0.07% | 299 |
|
2016
Q1 | $202K | Sell |
4,017
-34,570
| -90% | -$1.74M | 0.03% | 469 |
|
2015
Q4 | $1.68M | Buy |
+38,587
| New | +$1.68M | 0.11% | 194 |
|