Luminvest Wealth Management’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
$29.9M Buy
443,063
+18,456
+4% +$1.24M 10.71% 3
2025
Q1
$25.8M Sell
424,607
-2,216
-0.5% -$134K 10.61% 3
2024
Q4
$24.5M Sell
426,823
-4,377
-1% -$251K 9.89% 3
2024
Q3
$27M Sell
431,200
-5,376
-1% -$336K 11.19% 3
2024
Q2
$26M Buy
436,576
+63,211
+17% +$3.77M 12.22% 3
2024
Q1
$23.1M Buy
373,365
+657
+0.2% +$40.6K 14.54% 3
2023
Q4
$23M Buy
+372,708
New +$23M 15.1% 3