Kingswood Wealth 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 | $1.84M | Buy |
27,356
+4,509
| +20% | +$303K | 0.15% | 153 |
|
|
2025
Q1 | $1.39M | Sell |
22,847
-874
| -4% | -$53K | 0.13% | 188 |
|
|
2024
Q4 | $1.36M | Sell |
23,721
-9,963
| -30% | -$572K | 0.1% | 209 |
|
|
2024
Q3 | $2.12M | Buy |
33,684
+28,900
| +604% | +$1.82M | 0.15% | 152 |
|
|
2024
Q2 | $281K | Sell |
4,784
-47
| -1% | -$2.76K | 0.03% | 544 |
|
|
2024
Q1 | $283K | Buy |
+4,831
| New | +$283K | 0.03% | 497 |
|