MLL

Moody Lynn & Lieberson’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Sell	5,678 -40	-0.7%	-$2.69K	0.02%	193
2025 Q1	$347K	Buy	+5,718	New	+$347K	0.02%	192
2020 Q1	–	Sell	-8,552	Closed	-$460K	–	200
2019 Q4	$460K	Hold	8,552	–	–	0.04%	161
2019 Q3	$427K	Hold	8,552	–	–	0.05%	147
2019 Q2	$436K	Hold	8,552	–	–	0.05%	158
2019 Q1	$429K	Sell	8,552 -23	-0.3%	-$1.15K	0.05%	154
2018 Q4	$391K	Sell	8,575 -5,825	-40%	-$266K	0.05%	152
2018 Q3	$750K	Hold	14,400	–	–	0.08%	122
2018 Q2	$746K	Sell	14,400 -725	-5%	-$37.6K	0.09%	118
2018 Q1	$822K	Hold	15,125	–	–	0.1%	113
2017 Q4	$873K	Hold	15,125	–	–	0.09%	113
2017 Q3	$797K	Hold	15,125	–	–	0.1%	118
2017 Q2	$757K	Buy	15,125 +20	+0.1%	+$1K	0.1%	120
2017 Q1	$722K	Hold	15,105	–	–	0.1%	101
2016 Q4	$667K	Hold	15,105	–	–	0.1%	102
2016 Q3	$686K	Hold	15,105	–	–	0.11%	96
2016 Q2	$647K	Sell	15,105 -5,915	-28%	-$253K	0.12%	84
2016 Q1	$907K	Hold	21,020	–	–	0.14%	89
2015 Q4	$912K	Hold	21,020	–	–	0.14%	94
2015 Q3	$896K	Sell	21,020 -510	-2%	-$21.7K	0.17%	81
2015 Q2	$1.05M	Sell	21,530 -5,000	-19%	-$243K	0.17%	94
2015 Q1	$1.29M	Hold	26,530	–	–	0.21%	87
2014 Q4	$1.24M	Hold	26,530	–	–	0.18%	94
2014 Q3	$1.31M	Sell	26,530 -1,000	-4%	-$49.2K	0.19%	95
2014 Q2	$1.44M	Hold	27,530	–	–	0.2%	95
2014 Q1	$1.39M	Hold	27,530	–	–	0.2%	103
2013 Q4	$1.4M	Hold	27,530	–	–	0.19%	105
2013 Q3	$1.34M	Sell	27,530 -3,961	-13%	-$193K	0.21%	103
2013 Q2	$1.39M	Buy	+31,491	New	+$1.39M	0.24%	96