Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,673
| Closed | -$2.12M | – | 42 |
|
|
2024
Q3 | $2.12M | Buy |
33,673
+423
| +1% | +$26.6K | 0.44% | 29 |
|
|
2024
Q2 | $1.95M | Hold |
33,250
| – | – | 0.45% | 30 |
|
|
2024
Q1 | $1.95M | Hold |
33,250
| – | – | 0.45% | 30 |
|
|
2023
Q4 | $1.87M | Hold |
33,250
| – | – | 0.53% | 30 |
|
|
2023
Q3 | $1.72M | Hold |
33,250
| – | – | 0.59% | 32 |
|
|
2023
Q2 | $1.81M | Sell |
33,250
-13,500
| -29% | -$735K | 0.59% | 30 |
|
|
2023
Q1 | $2.5M | Hold |
46,750
| – | – | 0.73% | 30 |
|
|
2022
Q4 | $2.34M | Hold |
46,750
| – | – | 0.96% | 23 |
|
|
2022
Q3 | $2.07M | Hold |
46,750
| – | – | 0.86% | 24 |
|
|
2022
Q2 | $2.34M | Hold |
46,750
| – | – | 0.85% | 25 |
|
|
2022
Q1 | $2.69M | Hold |
46,750
| – | – | 0.81% | 25 |
|
|
2021
Q4 | $2.87M | Hold |
46,750
| – | – | 0.66% | 25 |
|
|
2021
Q3 | $2.85M | Hold |
46,750
| – | – | 0.86% | 22 |
|
|
2021
Q2 | $2.96M | Hold |
46,750
| – | – | 0.94% | 21 |
|
|
2021
Q1 | $2.84M | Hold |
46,750
| – | – | 0.93% | 23 |
|
|
2020
Q4 | $2.73M | Hold |
46,750
| – | – | 0.95% | 22 |
|
|
2020
Q3 | $2.36M | Hold |
46,750
| – | – | 1.12% | 17 |
|
|
2020
Q2 | $2.23M | Sell |
46,750
-5,390
| -10% | -$257K | 1.28% | 17 |
|
|
2020
Q1 | $2.14M | Hold |
52,140
| – | – | 1.78% | 13 |
|
|
2019
Q4 | $2.8M | Hold |
52,140
| – | – | 1.74% | 9 |
|
|
2019
Q3 | $2.6M | Buy |
52,140
+5,390
| +12% | +$269K | 2.12% | 9 |
|
|
2019
Q2 | $2.38M | Sell |
46,750
-1,750
| -4% | -$89.2K | 1.9% | 10 |
|
|
2019
Q1 | $2.43M | Buy |
+48,500
| New | +$2.43M | 1.64% | 10 |
|
|
2015
Q3 | – | Sell |
-745,135
| Closed | -$36.2M | – | 13 |
|
|
2015
Q2 | $36.2M | Hold |
745,135
| – | – | 18.75% | 2 |
|
|
2015
Q1 | $36.3M | Hold |
745,135
| – | – | 12.59% | 2 |
|
|
2014
Q4 | $34.9M | Hold |
745,135
| – | – | 9.71% | 3 |
|
|
2014
Q3 | $36.7M | Sell |
745,135
-40,311
| -5% | -$1.98M | 9.53% | 4 |
|
|
2014
Q2 | $41.1M | Hold |
785,446
| – | – | 7.13% | 5 |
|
|
2014
Q1 | $39.5M | Buy |
785,446
+125,133
| +19% | +$6.3M | 14.45% | 2 |
|
|
2013
Q4 | $33.5M | Buy |
660,313
+262,268
| +66% | +$13.3M | 12.71% | 2 |
|
|
2013
Q3 | $19.3M | Buy |
398,045
+46,785
| +13% | +$2.27M | 7.55% | 2 |
|
|
2013
Q2 | $15.5M | Buy |
+351,260
| New | +$15.5M | 6.93% | 3 |
|