J.W. Coons 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 | $599K | Hold |
8,909
| – | – | 0.14% | 139 |
|
|
2025
Q1 | $540K | Buy |
8,909
+258
| +3% | +$15.7K | 0.14% | 136 |
|
|
2024
Q4 | $497K | Buy |
8,651
+695
| +9% | +$39.9K | 0.13% | 144 |
|
|
2024
Q3 | $501K | Sell |
7,956
-4
| -0.1% | -$252 | 0.13% | 151 |
|
|
2024
Q2 | $467K | Buy |
7,960
+900
| +13% | +$52.8K | 0.11% | 148 |
|
|
2024
Q1 | $414K | Hold |
7,060
| – | – | 0.09% | 168 |
|
|
2023
Q4 | $396K | Hold |
7,060
| – | – | 0.11% | 160 |
|
|
2023
Q3 | $366K | Buy |
7,060
+100
| +1% | +$5.19K | 0.11% | 164 |
|
|
2023
Q2 | $379K | Buy |
6,960
+400
| +6% | +$21.8K | 0.1% | 167 |
|
|
2023
Q1 | $351K | Buy |
6,560
+100
| +2% | +$5.35K | 0.1% | 174 |
|
|
2022
Q4 | $324K | Sell |
6,460
-280
| -4% | -$14K | 0.1% | 178 |
|
|
2022
Q3 | $299K | Buy |
6,740
+240
| +4% | +$10.6K | 0.11% | 174 |
|
|
2022
Q2 | $324K | Sell |
6,500
-870
| -12% | -$43.4K | 0.11% | 183 |
|
|
2022
Q1 | $429K | Buy |
7,370
+1,247
| +20% | +$72.6K | 0.13% | 164 |
|
|
2021
Q4 | $374K | Buy |
6,123
+1,950
| +47% | +$119K | 0.11% | 172 |
|
|
2021
Q3 | $255K | Hold |
4,173
| – | – | 0.09% | 205 |
|
|
2021
Q2 | $265K | Hold |
4,173
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $252K | Hold |
4,173
| – | – | 0.09% | 193 |
|
|
2020
Q4 | $246K | Hold |
4,173
| – | – | 0.09% | 182 |
|
|
2020
Q3 | $210K | Sell |
4,173
-275
| -6% | -$13.8K | 0.09% | 188 |
|
|
2020
Q2 | $213K | Sell |
4,448
-3,095
| -41% | -$148K | 0.09% | 187 |
|
|
2020
Q1 | $309K | Buy |
+7,543
| New | +$309K | 0.16% | 143 |
|