IAA
Independent Advisor Alliance’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
Q1 | – | Sell |
-198,113
| Closed | -$11.4M | – | 1339 |
|
|
2024
Q4 | $11.4M | Buy |
+198,113
| New | +$11.4M | 0.15% | 152 |
|
|
2024
Q3 | – | Sell |
-327,390
| Closed | -$19.2M | – | 758 |
|
|
2024
Q2 | $19.2M | Sell |
327,390
-2,604
| -0.8% | -$153K | 0.66% | 30 |
|
|
2024
Q1 | $19.4M | Sell |
329,994
-340,438
| -51% | -$20M | 0.7% | 30 |
|
|
2023
Q4 | $36.2M | Buy |
670,432
+335,120
| +100% | +$18.1M | 1.3% | 11 |
|
|
2023
Q3 | $17.4M | Buy |
335,312
+24,255
| +8% | +$1.26M | 0.79% | 27 |
|
|
2023
Q2 | $16.9M | Hold |
311,057
| – | – | 0.75% | 26 |
|
|
2023
Q1 | $16.6M | Hold |
311,057
| – | – | 0.8% | 27 |
|
|
2022
Q4 | $15.6M | Buy |
311,057
+237,162
| +321% | +$11.9M | 5.36% | 5 |
|
|
2022
Q3 | $3.28M | Sell |
73,895
-31,603
| -30% | -$1.4M | 0.19% | 108 |
|
|
2022
Q2 | $5.27M | Buy |
+105,498
| New | +$5.27M | 0.29% | 77 |
|
|
2020
Q1 | – | Sell |
-34,795
| Closed | -$1.87M | – | 822 |
|
|
2019
Q4 | $1.87M | Buy |
+34,795
| New | +$1.87M | 0.08% | 248 |
|
|
2017
Q2 | – | Sell |
-8,296
| Closed | -$395K | – | 397 |
|
|
2017
Q1 | $395K | Buy |
+8,296
| New | +$395K | 0.06% | 256 |
|