Mount Yale Investment Advisors’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 | – | Sell |
-17,307
| Closed | -$1.05M | – | 1510 |
|
|
2025
Q1 | $1.05M | Buy |
17,307
+2,783
| +19% | +$169K | 0.09% | 188 |
|
|
2024
Q4 | $834K | Buy |
+14,524
| New | +$834K | 0.07% | 241 |
|
|
2020
Q3 | – | Sell |
-4,201
| Closed | -$200K | – | 375 |
|
|
2020
Q2 | $200K | Sell |
4,201
-5,395
| -56% | -$257K | 0.04% | 311 |
|
|
2020
Q1 | $394K | Hold |
9,596
| – | – | 0.09% | 216 |
|
|
2019
Q4 | $498K | Hold |
9,596
| – | – | 0.09% | 198 |
|
|
2019
Q3 | $502K | Sell |
9,596
-852
| -8% | -$44.6K | 0.09% | 188 |
|
|
2019
Q2 | $507K | Buy |
10,448
+1,048
| +11% | +$50.9K | 0.09% | 182 |
|
|
2019
Q1 | $471K | Hold |
9,400
| – | – | 0.09% | 186 |
|
|
2018
Q4 | $454K | Buy |
9,400
+1,136
| +14% | +$54.9K | 0.09% | 193 |
|
|
2018
Q3 | $409K | Buy |
8,264
+1,488
| +22% | +$73.6K | 0.07% | 211 |
|
|
2018
Q2 | $351K | Hold |
6,776
| – | – | 0.07% | 231 |
|
|
2018
Q1 | $368K | Buy |
+6,776
| New | +$368K | 0.08% | 221 |
|