Mosaic Family Wealth Partners’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 | $267K | Hold |
3,978
| – | – | 0.03% | 190 |
|
2025
Q1 | $241K | Hold |
3,978
| – | – | 0.03% | 189 |
|
2024
Q4 | $228K | Hold |
3,978
| – | – | 0.03% | 188 |
|
2024
Q3 | $251K | Hold |
3,978
| – | – | 0.04% | 178 |
|
2024
Q2 | $233K | Hold |
3,978
| – | – | 0.04% | 180 |
|
2024
Q1 | $233K | Hold |
3,978
| – | – | 0.04% | 187 |
|
2023
Q4 | $223K | Hold |
3,978
| – | – | 0.04% | 179 |
|
2023
Q3 | $206K | Hold |
3,978
| – | – | 0.04% | 174 |
|
2023
Q2 | $216K | Sell |
3,978
-308
| -7% | -$16.8K | 0.04% | 173 |
|
2023
Q1 | $229K | Buy |
+4,286
| New | +$229K | 0.05% | 166 |
|