IAS
IMA Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
91,842
-2,271
| -2% | -$152K | 0.66% | 35 |
|
|
2025
Q1 | $5.69M | Buy |
94,113
+7,799
| +9% | +$472K | 0.68% | 32 |
|
|
2024
Q4 | $4.94M | Buy |
+86,314
| New | +$4.94M | 0.59% | 38 |
|
|
2020
Q2 | – | Sell |
-1,285
| Closed | -$53K | – | 259 |
|
|
2020
Q1 | $53K | Hold |
1,285
| – | – | 0.02% | 146 |
|
|
2019
Q4 | $69K | Buy |
+1,285
| New | +$69K | 0.03% | 140 |
|
|
2018
Q3 | – | Sell |
-13,800
| Closed | -$715K | – | 458 |
|
|
2018
Q2 | $715K | Hold |
13,800
| – | – | 0.3% | 81 |
|
|
2018
Q1 | $750K | Sell |
13,800
-330
| -2% | -$17.9K | 0.33% | 81 |
|
|
2017
Q4 | $773K | Sell |
14,130
-90
| -0.6% | -$4.92K | 0.35% | 84 |
|
|
2017
Q3 | $750K | Buy |
14,220
+420
| +3% | +$22.2K | 0.35% | 88 |
|
|
2017
Q2 | $690K | Hold |
13,800
| – | – | 0.33% | 91 |
|
|
2017
Q1 | $660K | Hold |
13,800
| – | – | 0.33% | 93 |
|
|
2016
Q4 | $610K | Hold |
13,800
| – | – | 0.38% | 83 |
|
|
2016
Q3 | $627K | Hold |
13,800
| – | – | 0.36% | 77 |
|
|
2016
Q2 | $591K | Hold |
13,800
| – | – | 0.37% | 72 |
|
|
2016
Q1 | $595K | Hold |
13,800
| – | – | 0.35% | 71 |
|
|
2015
Q4 | $599K | Hold |
13,800
| – | – | 0.36% | 71 |
|
|
2015
Q3 | $588K | Hold |
13,800
| – | – | 0.37% | 72 |
|
|
2015
Q2 | $670K | Hold |
13,800
| – | – | 0.32% | 71 |
|
|
2015
Q1 | $672K | Hold |
13,800
| – | – | 0.33% | 72 |
|
|
2014
Q4 | $647K | Hold |
13,800
| – | – | 0.33% | 71 |
|
|
2014
Q3 | $680K | Hold |
13,800
| – | – | 0.32% | 86 |
|
|
2014
Q2 | $722K | Hold |
13,800
| – | – | 0.33% | 85 |
|
|
2014
Q1 | $694K | Hold |
13,800
| – | – | 0.32% | 87 |
|
|
2013
Q4 | $700K | Hold |
13,800
| – | – | 0.33% | 87 |
|
|
2013
Q3 | $671K | Hold |
13,800
| – | – | 0.33% | 89 |
|
|
2013
Q2 | $610K | Buy |
+13,800
| New | +$610K | 0.33% | 94 |
|