Monterey Private Wealth’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
Q1 | $8.92M | Buy |
147,127
+2,859
| +2% | +$173K | 2.63% | 10 |
|
|
2024
Q4 | $8.28M | Buy |
144,268
+112
| +0.1% | +$6.43K | 2.73% | 9 |
|
|
2024
Q3 | $9.08M | Buy |
144,156
+8,018
| +6% | +$505K | 3.09% | 9 |
|
|
2024
Q2 | $7.98M | Buy |
136,138
+904
| +0.7% | +$53K | 2.98% | 9 |
|
|
2024
Q1 | $7.93M | Sell |
135,234
-1,382
| -1% | -$81.1K | 3.18% | 9 |
|
|
2023
Q4 | $7.67M | Buy |
136,616
+2,057
| +2% | +$115K | 3.46% | 9 |
|
|
2023
Q3 | $6.98M | Buy |
134,559
+2,008
| +2% | +$104K | 3.51% | 9 |
|
|
2023
Q2 | $7.21M | Buy |
132,551
+5,619
| +4% | +$306K | 3.49% | 9 |
|
|
2023
Q1 | $6.79M | Buy |
126,932
+784
| +0.6% | +$41.9K | 3.49% | 9 |
|
|
2022
Q4 | $6.33M | Buy |
126,148
+2,943
| +2% | +$148K | 3.41% | 9 |
|
|
2022
Q3 | $5.49M | Sell |
123,205
-24,685
| -17% | -$1.1M | 3.29% | 9 |
|
|
2022
Q2 | $7.39M | Buy |
147,890
+2,166
| +1% | +$108K | 4.22% | 8 |
|
|
2022
Q1 | $8.53M | Sell |
145,724
-4,663
| -3% | -$273K | 4.12% | 7 |
|
|
2021
Q4 | $9.22M | Buy |
150,387
+8,813
| +6% | +$540K | 4.56% | 5 |
|
|
2021
Q3 | $8.62M | Buy |
141,574
+2,088
| +1% | +$127K | 4.84% | 5 |
|
|
2021
Q2 | $8.84M | Buy |
139,486
+1,621
| +1% | +$103K | 5.08% | 6 |
|
|
2021
Q1 | $8.68M | Buy |
137,865
+125,899
| +1,052% | +$7.93M | 4.78% | 7 |
|
|
2020
Q4 | $698K | Buy |
11,966
+190
| +2% | +$11.1K | 0.4% | 34 |
|
|
2020
Q3 | $594K | Buy |
11,776
+139
| +1% | +$7.01K | 0.38% | 36 |
|
|
2020
Q2 | $554K | Sell |
11,637
-53
| -0.5% | -$2.52K | 0.4% | 35 |
|
|
2020
Q1 | $480K | Buy |
+11,690
| New | +$480K | 0.41% | 34 |
|