LMG Wealth Partners’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 | $434K | Hold |
6,452
| – | – | 0.09% | 104 |
|
|
2025
Q1 | $391K | Sell |
6,452
-40
| -0.6% | -$2.43K | 0.09% | 104 |
|
|
2024
Q4 | $373K | Sell |
6,492
-17
| -0.3% | -$976 | 0.08% | 103 |
|
|
2024
Q3 | $410K | Hold |
6,509
| – | – | 0.09% | 94 |
|
|
2024
Q2 | $382K | Hold |
6,509
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $382K | Hold |
6,509
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $365K | Hold |
6,509
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $338K | Sell |
6,509
-123
| -2% | -$6.38K | 0.1% | 82 |
|
|
2023
Q2 | $361K | Sell |
6,632
-112
| -2% | -$6.09K | 0.11% | 82 |
|
|
2023
Q1 | $361K | Sell |
6,744
-218
| -3% | -$11.7K | 0.12% | 84 |
|
|
2022
Q4 | $376K | Buy |
+6,962
| New | +$376K | 0.12% | 82 |
|