MorganRosel 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 | $7.58M | Sell |
112,816
-6,680
| -6% | -$449K | 2.07% | 14 |
|
|
2025
Q1 | $7.25M | Sell |
119,496
-5,562
| -4% | -$337K | 2.2% | 13 |
|
|
2024
Q4 | $7.18M | Sell |
125,058
-111
| -0.1% | -$6.37K | 2.36% | 12 |
|
|
2024
Q3 | $7.89M | Sell |
125,169
-2,449
| -2% | -$154K | 2.6% | 10 |
|
|
2024
Q2 | $7.48M | Sell |
127,618
-764
| -0.6% | -$44.8K | 2.64% | 7 |
|
|
2024
Q1 | $7.53M | Sell |
128,382
-6,024
| -4% | -$353K | 2.69% | 7 |
|
|
2023
Q4 | $7.55M | Buy |
134,406
+1,633
| +1% | +$91.7K | 2.92% | 6 |
|
|
2023
Q3 | $6.89M | Buy |
132,773
+1,319
| +1% | +$68.4K | 2.88% | 7 |
|
|
2023
Q2 | $7.15M | Buy |
131,454
+1,784
| +1% | +$97.1K | 2.92% | 6 |
|
|
2023
Q1 | $6.93M | Sell |
129,670
-7,781
| -6% | -$416K | 2.96% | 6 |
|
|
2022
Q4 | $6.89M | Buy |
137,451
+88,746
| +182% | +$4.45M | 3.17% | 7 |
|
|
2022
Q3 | $2.16M | Sell |
48,705
-35,953
| -42% | -$1.6M | 1.08% | 19 |
|
|
2022
Q2 | $4.23M | Buy |
84,658
+56,383
| +199% | +$2.82M | 2.26% | 12 |
|
|
2022
Q1 | $1.63M | Sell |
28,275
-1,845
| -6% | -$106K | 0.79% | 22 |
|
|
2021
Q4 | $1.85M | Buy |
30,120
+1,799
| +6% | +$110K | 0.9% | 21 |
|
|
2021
Q3 | $1.73M | Buy |
28,321
+1,779
| +7% | +$108K | 0.94% | 19 |
|
|
2021
Q2 | $1.68M | Buy |
26,542
+1,335
| +5% | +$84.6K | 0.94% | 19 |
|
|
2021
Q1 | $1.53M | Buy |
25,207
+4,002
| +19% | +$243K | 0.96% | 20 |
|
|
2020
Q4 | $1.24M | Buy |
21,205
+2,119
| +11% | +$124K | 0.87% | 22 |
|
|
2020
Q3 | $963K | Buy |
19,086
+4,409
| +30% | +$222K | 0.77% | 23 |
|
|
2020
Q2 | $699K | Buy |
+14,677
| New | +$699K | 0.65% | 26 |
|