Martel 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 | $549K | Buy |
8,162
+57
| +0.7% | +$3.83K | 0.1% | 41 |
|
|
2025
Q1 | $492K | Buy |
8,105
+25
| +0.3% | +$1.52K | 0.1% | 45 |
|
|
2024
Q4 | $464K | Buy |
8,080
+129
| +2% | +$7.41K | 0.09% | 47 |
|
|
2024
Q3 | $500K | Buy |
7,951
+32
| +0.4% | +$2.01K | 0.1% | 34 |
|
|
2024
Q2 | $464K | Buy |
7,919
+61
| +0.8% | +$3.58K | 0.1% | 35 |
|
|
2024
Q1 | $461K | Buy |
7,858
+29
| +0.4% | +$1.7K | 0.1% | 35 |
|
|
2023
Q4 | $440K | Buy |
7,829
+117
| +2% | +$6.57K | 0.1% | 35 |
|
|
2023
Q3 | $400K | Buy |
7,712
+43
| +0.6% | +$2.23K | 0.1% | 34 |
|
|
2023
Q2 | $417K | Buy |
7,669
+86
| +1% | +$4.68K | 0.1% | 35 |
|
|
2023
Q1 | $405K | Buy |
7,583
+17
| +0.2% | +$909 | 0.1% | 34 |
|
|
2022
Q4 | $379K | Buy |
7,566
+92
| +1% | +$4.61K | 0.1% | 37 |
|
|
2022
Q3 | $332K | Buy |
7,474
+43
| +0.6% | +$1.91K | 0.09% | 38 |
|
|
2022
Q2 | $371K | Buy |
7,431
+84
| +1% | +$4.2K | 0.1% | 39 |
|
|
2022
Q1 | $423K | Buy |
7,347
+13
| +0.2% | +$749 | 0.1% | 38 |
|
|
2021
Q4 | $449K | Buy |
7,334
+100
| +1% | +$6.13K | 0.11% | 36 |
|
|
2021
Q3 | $441K | Buy |
7,234
+42
| +0.6% | +$2.56K | 0.11% | 35 |
|
|
2021
Q2 | $456K | Buy |
7,192
+57
| +0.8% | +$3.61K | 0.11% | 36 |
|
|
2021
Q1 | $433K | Buy |
7,135
+19
| +0.3% | +$1.15K | 0.12% | 35 |
|
|
2020
Q4 | $415K | Buy |
7,116
+55
| +0.8% | +$3.21K | 0.12% | 36 |
|
|
2020
Q3 | $356K | Buy |
7,061
+49
| +0.7% | +$2.47K | 0.12% | 36 |
|
|
2020
Q2 | $334K | Buy |
+7,012
| New | +$334K | 0.12% | 35 |
|