Mitchell Sinkler & Starr’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 | $490K | Buy |
7,294
+2,000
| +38% | +$134K | 0.23% | 91 |
|
|
2025
Q1 | $321K | Buy |
5,294
+2,079
| +65% | +$126K | 0.09% | 129 |
|
|
2024
Q4 | $185K | Hold |
3,215
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $203K | Sell |
3,215
-1,409
| -30% | -$88.8K | 0.05% | 156 |
|
|
2024
Q2 | $273K | Buy |
4,624
+170
| +4% | +$10K | 0.07% | 133 |
|
|
2024
Q1 | $261K | Sell |
4,454
-18,275
| -80% | -$1.07M | 0.07% | 145 |
|
|
2023
Q4 | $1.28M | Buy |
+22,729
| New | +$1.28M | 0.23% | 83 |
|
|
2023
Q3 | – | Sell |
-6,204
| Closed | -$338K | – | 133 |
|
|
2023
Q2 | $338K | Sell |
6,204
-450
| -7% | -$24.5K | 0.1% | 115 |
|
|
2023
Q1 | $356K | Buy |
6,654
+1,084
| +19% | +$58K | 0.11% | 109 |
|
|
2022
Q4 | $279K | Hold |
5,570
| – | – | 0.09% | 122 |
|
|
2022
Q3 | $247K | Sell |
5,570
-350
| -6% | -$15.5K | 0.1% | 103 |
|
|
2022
Q2 | $296K | Hold |
5,920
| – | – | 0.11% | 97 |
|
|
2022
Q1 | $341K | Hold |
5,920
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $363K | Hold |
5,920
| – | – | 0.11% | 95 |
|
|
2021
Q3 | $361K | Hold |
5,920
| – | – | 0.33% | 80 |
|
|
2021
Q2 | $375K | Hold |
5,920
| – | – | 0.34% | 78 |
|
|
2021
Q1 | $359K | Buy |
5,920
+120
| +2% | +$7.28K | 0.35% | 78 |
|
|
2020
Q4 | $338K | Sell |
5,800
-520
| -8% | -$30.3K | 0.32% | 78 |
|
|
2020
Q3 | $319K | Buy |
6,320
+575
| +10% | +$29K | 0.32% | 77 |
|
|
2020
Q2 | $274K | Buy |
5,745
+390
| +7% | +$18.6K | 0.31% | 79 |
|
|
2020
Q1 | $220K | Sell |
5,355
-295
| -5% | -$12.1K | 0.29% | 90 |
|
|
2019
Q4 | $304K | Sell |
5,650
-3,700
| -40% | -$199K | 0.32% | 83 |
|
|
2019
Q3 | $467K | Hold |
9,350
| – | – | 0.6% | 55 |
|
|
2019
Q2 | $477K | Sell |
9,350
-6,115
| -40% | -$312K | 0.55% | 61 |
|
|
2019
Q1 | $776K | Sell |
15,465
-9,655
| -38% | -$484K | 0.9% | 46 |
|
|
2018
Q4 | $1.15M | Sell |
25,120
-2,850
| -10% | -$130K | 1.41% | 29 |
|
|
2018
Q3 | $1.46M | Sell |
27,970
-1,820
| -6% | -$94.7K | 1.52% | 26 |
|
|
2018
Q2 | $1.54M | Buy |
29,790
+2,250
| +8% | +$117K | 1.7% | 20 |
|
|
2018
Q1 | $1.5M | Buy |
27,540
+2,970
| +12% | +$161K | 1.71% | 20 |
|
|
2017
Q4 | $1.34M | Buy |
24,570
+31
| +0.1% | +$1.7K | 1.99% | 16 |
|
|
2017
Q3 | $1.29M | Buy |
24,539
+1,000
| +4% | +$52.7K | 2.03% | 15 |
|
|
2017
Q2 | $1.18M | Hold |
23,539
| – | – | 1.93% | 17 |
|
|
2017
Q1 | $1.13M | Hold |
23,539
| – | – | 1.83% | 17 |
|
|
2016
Q4 | $1.04M | Buy |
+23,539
| New | +$1.04M | 1.46% | 29 |
|
|
2016
Q3 | – | Sell |
-24,139
| Closed | -$1.03M | – | 79 |
|
|
2016
Q2 | $1.03M | Sell |
24,139
-800
| -3% | -$34.3K | 1.41% | 28 |
|
|
2016
Q1 | $1.08M | Buy |
24,939
+1,450
| +6% | +$62.6K | 1.48% | 27 |
|
|
2015
Q4 | $1.02M | Hold |
23,489
| – | – | 1.39% | 30 |
|
|
2015
Q3 | $1M | Buy |
23,489
+2,150
| +10% | +$91.6K | 1.29% | 31 |
|
|
2015
Q2 | $1.04M | Buy |
21,339
+2,000
| +10% | +$97.1K | 1.22% | 31 |
|
|
2015
Q1 | $942K | Buy |
19,339
+2,100
| +12% | +$102K | 1.06% | 32 |
|
|
2014
Q4 | $808K | Sell |
17,239
-500
| -3% | -$23.4K | 0.9% | 39 |
|
|
2014
Q3 | $873K | Buy |
17,739
+5,489
| +45% | +$270K | 0.98% | 35 |
|
|
2014
Q2 | $641K | Buy |
12,250
+7,800
| +175% | +$408K | 0.69% | 47 |
|
|
2014
Q1 | $224K | Sell |
4,450
-600
| -12% | -$30.2K | 0.25% | 80 |
|
|
2013
Q4 | $256K | Hold |
5,050
| – | – | 0.29% | 70 |
|
|
2013
Q3 | $245K | Sell |
5,050
-152,428
| -97% | -$7.4M | 0.28% | 72 |
|
|
2013
Q2 | $6.96M | Buy |
+157,478
| New | +$6.96M | 1.53% | 18 |
|