Mount Yale Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $834K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $498K | Hold |
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|
2019
Q3 | $502K | Sell |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $471K | Hold |
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|
2018
Q4 | $454K | Buy |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $368K | Buy |
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