Lantern 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 | $413K | Buy |
+6,149
| New | +$413K | 0.25% | 90 |
|
|
2024
Q4 | $313K | Buy |
5,458
+9
| +0.2% | +$517 | 0.2% | 98 |
|
|
2024
Q3 | $343K | Sell |
5,449
-198
| -4% | -$12.5K | 0.24% | 87 |
|
|
2024
Q2 | $331K | Buy |
5,647
+5
| +0.1% | +$293 | 0.24% | 87 |
|
|
2024
Q1 | $331K | Buy |
5,642
+2
| +0% | +$117 | 0.23% | 92 |
|
|
2023
Q4 | $317K | Buy |
+5,640
| New | +$317K | 0.25% | 86 |
|