Landmark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $449K | Sell |
8,000
-873
| -10% | -$49K | 0.16% | 58 |
|
|
2023
Q3 | $460K | Sell |
8,873
-90
| -1% | -$4.67K | 0.19% | 57 |
|
|
2023
Q2 | $488K | Sell |
8,963
-109
| -1% | -$5.93K | 0.2% | 58 |
|
|
2023
Q1 | $485K | Sell |
9,072
-696
| -7% | -$37.2K | 0.21% | 55 |
|
|
2022
Q4 | $490K | Sell |
9,768
-79
| -0.8% | -$3.96K | 0.23% | 55 |
|
|
2022
Q3 | $437K | Sell |
9,847
-4,374
| -31% | -$194K | 0.23% | 54 |
|
|
2022
Q2 | $710K | Sell |
14,221
-381
| -3% | -$19K | 0.35% | 37 |
|
|
2022
Q1 | $797K | Sell |
14,602
-3,262
| -18% | -$178K | 0.38% | 35 |
|
|
2021
Q4 | $1.1M | Sell |
17,864
-384
| -2% | -$23.5K | 0.49% | 30 |
|
|
2021
Q3 | $1.11M | Buy |
18,248
+600
| +3% | +$36.4K | 0.6% | 26 |
|
|
2021
Q2 | $1.12M | Sell |
17,648
-600
| -3% | -$38K | 0.54% | 29 |
|
|
2021
Q1 | $1.11M | Sell |
18,248
-595
| -3% | -$36.1K | 0.6% | 26 |
|
|
2020
Q4 | $1.13M | Sell |
18,843
-1,340
| -7% | -$80.6K | 0.64% | 27 |
|
|
2020
Q3 | $1.04M | Hold |
20,183
| – | – | 0.66% | 27 |
|
|
2020
Q2 | $1M | Sell |
20,183
-2,348
| -10% | -$117K | 0.65% | 26 |
|
|
2020
Q1 | $974K | Sell |
22,531
-411
| -2% | -$17.8K | 0.67% | 27 |
|
|
2019
Q4 | $1.24M | Sell |
22,942
-622
| -3% | -$33.7K | 0.72% | 26 |
|
|
2019
Q3 | $1.18M | Hold |
23,564
| – | – | 0.73% | 25 |
|
|
2019
Q2 | $1.2M | Buy |
23,564
+1,225
| +5% | +$62.4K | 0.74% | 24 |
|
|
2019
Q1 | $1.12M | Sell |
22,339
-1,088
| -5% | -$54.5K | 0.74% | 23 |
|
|
2018
Q4 | $1.07M | Sell |
23,427
-2,685
| -10% | -$122K | 0.7% | 24 |
|
|
2018
Q3 | $1.36M | Sell |
26,112
-811
| -3% | -$42.2K | 0.81% | 24 |
|
|
2018
Q2 | $1.4M | Sell |
26,923
-882
| -3% | -$45.7K | 0.86% | 22 |
|
|
2018
Q1 | $1.51M | Sell |
27,805
-1,802
| -6% | -$98K | 0.95% | 21 |
|
|
2017
Q4 | $1.62M | Sell |
29,607
-1,169
| -4% | -$64K | 1.03% | 22 |
|
|
2017
Q3 | $1.62M | Sell |
30,776
-1,191
| -4% | -$62.8K | 1.1% | 20 |
|
|
2017
Q2 | $1.6M | Sell |
31,967
-890
| -3% | -$44.5K | 1.15% | 18 |
|
|
2017
Q1 | $1.57M | Sell |
32,857
-6,056
| -16% | -$290K | 1.17% | 17 |
|
|
2016
Q4 | $1.72M | Sell |
38,913
-7,635
| -16% | -$337K | 1.37% | 17 |
|
|
2016
Q3 | $2.12M | Sell |
46,548
-10,637
| -19% | -$483K | 1.8% | 12 |
|
|
2016
Q2 | $2.45M | Sell |
57,185
-27,967
| -33% | -$1.2M | 2.29% | 14 |
|
|
2016
Q1 | $3.67M | Sell |
85,152
-21,820
| -20% | -$941K | 3.73% | 9 |
|
|
2015
Q4 | $4.64M | Sell |
106,972
-128,270
| -55% | -$5.57M | 4.89% | 7 |
|
|
2015
Q3 | $10M | Sell |
235,242
-4,994
| -2% | -$213K | 11.05% | 2 |
|
|
2015
Q2 | $11.7M | Sell |
240,236
-439
| -0.2% | -$21.3K | 12.06% | 1 |
|
|
2015
Q1 | $11.7M | Buy |
240,675
+2,800
| +1% | +$136K | 12.32% | 1 |
|
|
2014
Q4 | $11.1M | Buy |
+237,875
| New | +$11.1M | 11.5% | 2 |
|