Klingman & Associates’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 | $3.44M | Hold |
51,137
| – | – | 0.19% | 52 |
|
|
2025
Q1 | $3.1M | Buy |
51,137
+11,000
| +27% | +$667K | 0.19% | 52 |
|
|
2024
Q4 | $2.3M | Buy |
40,137
+8,649
| +27% | +$497K | 0.14% | 64 |
|
|
2024
Q3 | $1.98M | Sell |
31,488
-1,300
| -4% | -$81.9K | 0.12% | 73 |
|
|
2024
Q2 | $1.92M | Hold |
32,788
| – | – | 0.13% | 69 |
|
|
2024
Q1 | $1.92M | Hold |
32,788
| – | – | 0.13% | 69 |
|
|
2023
Q4 | $1.84M | Hold |
32,788
| – | – | 0.14% | 67 |
|
|
2023
Q3 | $1.7M | Hold |
32,788
| – | – | 0.14% | 67 |
|
|
2023
Q2 | $1.78M | Sell |
32,788
-509
| -2% | -$27.7K | 0.14% | 64 |
|
|
2023
Q1 | $1.78M | Hold |
33,297
| – | – | 0.15% | 60 |
|
|
2022
Q4 | $1.67M | Sell |
33,297
-1,000
| -3% | -$50.1K | 0.15% | 61 |
|
|
2022
Q3 | $1.52M | Sell |
34,297
-982
| -3% | -$43.6K | 0.15% | 59 |
|
|
2022
Q2 | $1.76M | Sell |
35,279
-4,780
| -12% | -$239K | 0.17% | 56 |
|
|
2022
Q1 | $2.31M | Buy |
40,059
+500
| +1% | +$28.8K | 0.2% | 47 |
|
|
2021
Q4 | $2.42M | Sell |
39,559
-5
| -0% | -$306 | 0.21% | 42 |
|
|
2021
Q3 | $2.41M | Sell |
39,564
-130
| -0.3% | -$7.93K | 0.23% | 41 |
|
|
2021
Q2 | $2.52M | Hold |
39,694
| – | – | 0.24% | 39 |
|
|
2021
Q1 | $2.41M | Sell |
39,694
-4,250
| -10% | -$258K | 0.25% | 37 |
|
|
2020
Q4 | $2.57M | Sell |
43,944
-300
| -0.7% | -$17.5K | 0.3% | 36 |
|
|
2020
Q3 | $2.23M | Sell |
44,244
-945
| -2% | -$47.7K | 0.3% | 36 |
|
|
2020
Q2 | $2.15M | Sell |
45,189
-1,358
| -3% | -$64.6K | 0.33% | 37 |
|
|
2020
Q1 | $1.91M | Sell |
46,547
-2,606
| -5% | -$107K | 0.39% | 37 |
|
|
2019
Q4 | $2.64M | Buy |
49,153
+4,947
| +11% | +$266K | 0.43% | 34 |
|
|
2019
Q3 | $2.21M | Buy |
44,206
+4
| +0% | +$200 | 0.4% | 34 |
|
|
2019
Q2 | $2.25M | Buy |
44,202
+207
| +0.5% | +$10.6K | 0.42% | 34 |
|
|
2019
Q1 | $2.21M | Buy |
43,995
+202
| +0.5% | +$10.1K | 0.43% | 33 |
|
|
2018
Q4 | $2M | Sell |
43,793
-2,480
| -5% | -$113K | 0.45% | 31 |
|
|
2018
Q3 | $2.41M | Buy |
46,273
+2,220
| +5% | +$116K | 0.49% | 28 |
|
|
2018
Q2 | $2.28M | Buy |
44,053
+64
| +0.1% | +$3.32K | 0.49% | 29 |
|
|
2018
Q1 | $2.39M | Buy |
43,989
+68
| +0.2% | +$3.7K | 0.54% | 26 |
|
|
2017
Q4 | $2.4M | Sell |
43,921
-201
| -0.5% | -$11K | 0.53% | 26 |
|
|
2017
Q3 | $2.33M | Buy |
44,122
+3,649
| +9% | +$192K | 0.57% | 26 |
|
|
2017
Q2 | $2.03M | Buy |
40,473
+2,174
| +6% | +$109K | 0.54% | 25 |
|
|
2017
Q1 | $1.83M | Buy |
38,299
+1,966
| +5% | +$94K | 0.51% | 25 |
|
|
2016
Q4 | $1.61M | Sell |
36,333
-995
| -3% | -$44K | 0.49% | 29 |
|
|
2016
Q3 | $1.7M | Sell |
37,328
-1,496
| -4% | -$68K | 0.51% | 31 |
|
|
2016
Q2 | $1.66M | Buy |
38,824
+67
| +0.2% | +$2.87K | 0.54% | 30 |
|
|
2016
Q1 | $1.67M | Sell |
38,757
-48
| -0.1% | -$2.07K | 0.6% | 29 |
|
|
2015
Q4 | $1.69M | Sell |
38,805
-24,237
| -38% | -$1.05M | 0.63% | 28 |
|
|
2015
Q3 | $2.69M | Buy |
63,042
+10,916
| +21% | +$465K | 1.05% | 17 |
|
|
2015
Q2 | $2.53M | Buy |
52,126
+10,000
| +24% | +$486K | 1% | 19 |
|
|
2015
Q1 | $2.05M | Buy |
42,126
+8,702
| +26% | +$424K | 0.84% | 19 |
|
|
2014
Q4 | $1.57M | Buy |
+33,424
| New | +$1.57M | 0.65% | 25 |
|