LRIA
Leonard Rickey Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Sell |
477,262
-450
| -0.1% | -$30.2K | 6.41% | 5 |
|
|
2025
Q1 | $28.3M | Sell |
477,712
-14,932
| -3% | -$884K | 6.1% | 6 |
|
|
2024
Q4 | $28.3M | Buy |
492,644
+9,681
| +2% | +$556K | 6.51% | 4 |
|
|
2024
Q3 | $30.4M | Sell |
482,963
-3,562
| -0.7% | -$224K | 6.91% | 3 |
|
|
2024
Q2 | $28.5M | Sell |
486,525
-59
| -0% | -$3.46K | 6.84% | 3 |
|
|
2024
Q1 | $28.5M | Sell |
486,584
-1,825
| -0.4% | -$107K | 7.37% | 3 |
|
|
2023
Q4 | $27.4M | Buy |
488,409
+5,580
| +1% | +$313K | 8.13% | 2 |
|
|
2023
Q3 | $25M | Sell |
482,829
-13,739
| -3% | -$713K | 8.19% | 2 |
|
|
2023
Q2 | $27M | Sell |
496,568
-627
| -0.1% | -$34.1K | 10.18% | 2 |
|
|
2023
Q1 | $26.6M | Buy |
497,195
+988
| +0.2% | +$52.8K | 10.37% | 2 |
|
|
2022
Q4 | $24.9M | Sell |
496,207
-73,600
| -13% | -$3.69M | 10.52% | 2 |
|
|
2022
Q3 | $25.3M | Sell |
569,807
-7,349
| -1% | -$326K | 11.85% | 2 |
|
|
2022
Q2 | $28.8M | Sell |
577,156
-3,718
| -0.6% | -$186K | 12.61% | 2 |
|
|
2022
Q1 | $33.5M | Buy |
580,874
+7,694
| +1% | +$443K | 12.74% | 2 |
|
|
2021
Q4 | $35.1M | Buy |
573,180
+22,021
| +4% | +$1.35M | 12.87% | 2 |
|
|
2021
Q3 | $33.6M | Buy |
551,159
+53,267
| +11% | +$3.25M | 14.1% | 3 |
|
|
2021
Q2 | $31.2M | Buy |
497,892
+37,595
| +8% | +$2.36M | 13.48% | 3 |
|
|
2021
Q1 | $27.9M | Buy |
460,297
+156,835
| +52% | +$9.52M | 11.2% | 4 |
|
|
2020
Q4 | $17.7M | Buy |
303,462
+17,104
| +6% | +$998K | 8.06% | 4 |
|
|
2020
Q3 | $14.4M | Buy |
286,358
+27,635
| +11% | +$1.39M | 9.04% | 3 |
|
|
2020
Q2 | $12.3M | Buy |
258,723
+106,415
| +70% | +$5.07M | 8.02% | 3 |
|
|
2020
Q1 | $6.25M | Buy |
152,308
+11,378
| +8% | +$467K | 4.85% | 4 |
|
|
2019
Q4 | $7.58M | Buy |
140,930
+15,975
| +13% | +$859K | 4.57% | 6 |
|
|
2019
Q3 | $6.24M | Buy |
124,955
+15,576
| +14% | +$777K | 4.15% | 7 |
|
|
2019
Q2 | $5.58M | Buy |
109,379
+8,357
| +8% | +$426K | 3.75% | 7 |
|
|
2019
Q1 | $5.07M | Buy |
101,022
+9,825
| +11% | +$493K | 3.67% | 7 |
|
|
2018
Q4 | $4.16M | Buy |
91,197
+20,949
| +30% | +$955K | 3.43% | 8 |
|
|
2018
Q3 | $3.66M | Buy |
70,248
+1,529
| +2% | +$79.6K | 2.67% | 10 |
|
|
2018
Q2 | $3.56M | Buy |
68,719
+2,726
| +4% | +$141K | 2.69% | 10 |
|
|
2018
Q1 | $3.59M | Buy |
65,993
+1,441
| +2% | +$78.3K | 2.8% | 8 |
|
|
2017
Q4 | $3.53M | Buy |
+64,552
| New | +$3.53M | 2.71% | 9 |
|