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 |
|