Joel Isaacson & Co’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 | $11.1M | Buy |
165,155
+6,605
| +4% | +$444K | 0.45% | 33 |
|
|
2025
Q1 | $9.62M | Buy |
158,550
+3,840
| +2% | +$233K | 0.44% | 32 |
|
|
2024
Q4 | $8.88M | Buy |
154,710
+22,469
| +17% | +$1.29M | 0.4% | 34 |
|
|
2024
Q3 | $8.33M | Buy |
132,241
+16,506
| +14% | +$1.04M | 0.4% | 32 |
|
|
2024
Q2 | $6.79M | Buy |
115,735
+5,482
| +5% | +$321K | 0.36% | 34 |
|
|
2024
Q1 | $6.47M | Buy |
110,253
+3,635
| +3% | +$213K | 0.35% | 35 |
|
|
2023
Q4 | $5.99M | Buy |
106,618
+1,079
| +1% | +$60.6K | 0.37% | 33 |
|
|
2023
Q3 | $5.47M | Buy |
105,539
+70
| +0.1% | +$3.63K | 0.37% | 33 |
|
|
2023
Q2 | $5.74M | Buy |
105,469
+4,389
| +4% | +$239K | 0.38% | 32 |
|
|
2023
Q1 | $5.4M | Buy |
101,080
+2,373
| +2% | +$127K | 0.39% | 30 |
|
|
2022
Q4 | $4.95M | Sell |
98,707
-6,217
| -6% | -$312K | 0.38% | 31 |
|
|
2022
Q3 | $4.65M | Sell |
104,924
-3,583
| -3% | -$159K | 0.4% | 28 |
|
|
2022
Q2 | $5.42M | Buy |
108,507
+1,527
| +1% | +$76.3K | 0.46% | 27 |
|
|
2022
Q1 | $6.01M | Sell |
106,980
-3,083
| -3% | -$173K | 0.44% | 27 |
|
|
2021
Q4 | $6.75M | Sell |
110,063
-1,123
| -1% | -$68.8K | 0.46% | 27 |
|
|
2021
Q3 | $6.78M | Buy |
111,186
+841
| +0.8% | +$51.3K | 0.51% | 25 |
|
|
2021
Q2 | $7M | Buy |
110,345
+497
| +0.5% | +$31.5K | 0.54% | 26 |
|
|
2021
Q1 | $6.67M | Buy |
109,848
+3,466
| +3% | +$210K | 0.58% | 25 |
|
|
2020
Q4 | $6.21M | Buy |
106,382
+8,446
| +9% | +$493K | 0.61% | 24 |
|
|
2020
Q3 | $4.94M | Sell |
97,936
-740
| -0.7% | -$37.3K | 0.64% | 20 |
|
|
2020
Q2 | $4.7M | Buy |
98,676
+1,715
| +2% | +$81.7K | 0.67% | 20 |
|
|
2020
Q1 | $3.98M | Sell |
96,961
-2,002
| -2% | -$82.1K | 0.69% | 19 |
|
|
2019
Q4 | $5.32M | Buy |
98,963
+6,188
| +7% | +$333K | 0.7% | 18 |
|
|
2019
Q3 | $4.63M | Buy |
92,775
+1,258
| +1% | +$62.8K | 0.66% | 19 |
|
|
2019
Q2 | $4.67M | Sell |
91,517
-7,103
| -7% | -$362K | 0.68% | 18 |
|
|
2019
Q1 | $4.95M | Buy |
98,620
+125
| +0.1% | +$6.27K | 0.72% | 18 |
|
|
2018
Q4 | $4.68M | Buy |
98,495
+86,836
| +745% | +$4.12M | 0.74% | 17 |
|
|
2018
Q3 | $607K | Buy |
11,659
+1,600
| +16% | +$83.3K | 0.1% | 106 |
|
|
2018
Q2 | $521K | Buy |
10,059
+1,357
| +16% | +$70.3K | 0.09% | 113 |
|
|
2018
Q1 | $473K | Buy |
8,702
+1,000
| +13% | +$54.4K | 0.08% | 116 |
|
|
2017
Q4 | $421K | Buy |
7,702
+200
| +3% | +$10.9K | 0.07% | 127 |
|
|
2017
Q3 | $395K | Buy |
7,502
+500
| +7% | +$26.3K | 0.07% | 126 |
|
|
2017
Q2 | $350K | Hold |
7,002
| – | – | 0.07% | 125 |
|
|
2017
Q1 | $335K | Hold |
7,002
| – | – | 0.07% | 126 |
|
|
2016
Q4 | $309K | Hold |
7,002
| – | – | 0.06% | 125 |
|
|
2016
Q3 | $318K | Hold |
7,002
| – | – | 0.07% | 128 |
|
|
2016
Q2 | $300K | Buy |
7,002
+3,802
| +119% | +$163K | 0.06% | 137 |
|
|
2016
Q1 | $138K | Buy |
3,200
+844
| +36% | +$36.4K | 0.03% | 208 |
|
|
2015
Q4 | $102K | Buy |
2,356
+942
| +67% | +$40.8K | 0.03% | 229 |
|
|
2015
Q3 | $60K | Buy |
1,414
+1,000
| +242% | +$42.4K | 0.02% | 309 |
|
|
2015
Q2 | $20K | Hold |
414
| – | – | 0.01% | 504 |
|
|
2015
Q1 | $20K | Hold |
414
| – | – | 0.01% | 491 |
|
|
2014
Q4 | $19K | Buy |
414
+356
| +614% | +$16.3K | 0.01% | 443 |
|
|
2014
Q3 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 560 |
|