JGP Wealth Management’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 | $592K | Buy |
8,806
+235
| +3% | +$15.8K | 0.07% | 124 |
|
|
2025
Q1 | $520K | Hold |
8,571
| – | – | 0.07% | 121 |
|
|
2024
Q4 | $492K | Buy |
8,571
+976
| +13% | +$56K | 0.06% | 128 |
|
|
2024
Q3 | $478K | Buy |
7,595
+7
| +0.1% | +$441 | 0.06% | 130 |
|
|
2024
Q2 | $445K | Sell |
7,588
-1,392
| -16% | -$81.6K | 0.06% | 128 |
|
|
2024
Q1 | $527K | Buy |
8,980
+1,150
| +15% | +$67.4K | 0.08% | 119 |
|
|
2023
Q4 | $440K | Buy |
7,830
+1,018
| +15% | +$57.2K | 0.07% | 123 |
|
|
2023
Q3 | $353K | Buy |
6,812
+1,914
| +39% | +$99.3K | 0.06% | 124 |
|
|
2023
Q2 | $267K | Buy |
4,898
+11
| +0.2% | +$599 | 0.04% | 134 |
|
|
2023
Q1 | $261K | Buy |
4,887
+211
| +5% | +$11.3K | 0.05% | 133 |
|
|
2022
Q4 | $234K | Buy |
+4,676
| New | +$234K | 0.04% | 136 |
|