Keystone Financial Group (Kentucky)’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 | $1.32M | Buy |
19,695
+5,073
| +35% | +$341K | 0.12% | 123 |
|
2025
Q1 | $887K | Buy |
14,622
+41
| +0.3% | +$2.49K | 0.09% | 157 |
|
2024
Q4 | $837K | Sell |
14,581
-169
| -1% | -$9.7K | 0.08% | 159 |
|
2024
Q3 | $929K | Buy |
+14,750
| New | +$929K | 0.12% | 131 |
|
2024
Q2 | – | Sell |
-15,092
| Closed | -$885K | – | 314 |
|
2024
Q1 | $885K | Sell |
15,092
-96
| -0.6% | -$5.63K | 0.13% | 120 |
|
2023
Q4 | $853K | Buy |
15,188
+167
| +1% | +$9.38K | 0.15% | 107 |
|
2023
Q3 | $779K | Buy |
15,021
+1,207
| +9% | +$62.6K | 0.13% | 114 |
|
2023
Q2 | $752K | Buy |
+13,814
| New | +$752K | 0.13% | 118 |
|
2022
Q4 | $761K | Buy |
15,170
+114
| +0.8% | +$5.72K | 0.15% | 115 |
|
2022
Q3 | $668K | Buy |
15,056
+132
| +0.9% | +$5.86K | 0.14% | 122 |
|
2022
Q2 | $746K | Buy |
14,924
+212
| +1% | +$10.6K | 0.15% | 118 |
|
2022
Q1 | $847K | Sell |
14,712
-96
| -0.6% | -$5.53K | 0.14% | 117 |
|
2021
Q4 | $907K | Sell |
14,808
-256
| -2% | -$15.7K | 0.15% | 115 |
|
2021
Q3 | $918K | Sell |
15,064
-188
| -1% | -$11.5K | 0.17% | 111 |
|
2021
Q2 | $967K | Sell |
15,252
-974
| -6% | -$61.8K | 0.18% | 115 |
|
2021
Q1 | $985K | Sell |
16,226
-194
| -1% | -$11.8K | 0.19% | 104 |
|
2020
Q4 | $958K | Sell |
16,420
-2,133
| -11% | -$124K | 0.2% | 99 |
|
2020
Q3 | $936K | Sell |
18,553
-157
| -0.8% | -$7.92K | 0.23% | 97 |
|
2020
Q2 | $891K | Sell |
18,710
-88
| -0.5% | -$4.19K | 0.24% | 98 |
|
2020
Q1 | $771K | Sell |
18,798
-148
| -0.8% | -$6.07K | 0.26% | 92 |
|
2019
Q4 | $1.02M | Buy |
18,946
+545
| +3% | +$29.3K | 0.27% | 88 |
|
2019
Q3 | $918K | Buy |
18,401
+796
| +5% | +$39.7K | 0.28% | 85 |
|
2019
Q2 | $898K | Buy |
17,605
+2,030
| +13% | +$104K | 0.29% | 84 |
|
2019
Q1 | $781K | Buy |
15,575
+601
| +4% | +$30.1K | 0.28% | 90 |
|
2018
Q4 | $682K | Sell |
14,974
-529
| -3% | -$24.1K | 0.31% | 85 |
|
2018
Q3 | $809K | Buy |
15,503
+1,282
| +9% | +$66.9K | 0.33% | 79 |
|
2018
Q2 | $730K | Buy |
14,221
+1,267
| +10% | +$65K | 0.41% | 64 |
|
2018
Q1 | $693K | Buy |
+12,954
| New | +$693K | 0.38% | 62 |
|