NFP Retirement Inc’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 | $5.37M | Buy |
79,947
+3,132
| +4% | +$211K | 0.36% | 53 |
|
|
2025
Q1 | $4.66M | Sell |
76,815
-11,150
| -13% | -$676K | 0.37% | 43 |
|
|
2024
Q4 | $5.05M | Sell |
87,965
-415
| -0.5% | -$23.8K | 0.4% | 44 |
|
|
2024
Q3 | $5.57M | Buy |
88,380
+4,055
| +5% | +$255K | 0.45% | 37 |
|
|
2024
Q2 | $4.94M | Sell |
84,325
-5,541
| -6% | -$325K | 0.41% | 42 |
|
|
2024
Q1 | $5.27M | Buy |
89,866
+5,421
| +6% | +$318K | 0.45% | 41 |
|
|
2023
Q4 | $4.74M | Buy |
84,445
+24,260
| +40% | +$1.36M | 0.8% | 32 |
|
|
2023
Q3 | $3.12M | Buy |
60,185
+2,251
| +4% | +$117K | 0.6% | 39 |
|
|
2023
Q2 | $3.15M | Buy |
57,934
+14,926
| +35% | +$812K | 0.59% | 42 |
|
|
2023
Q1 | $2.3M | Buy |
43,008
+2,376
| +6% | +$127K | 0.46% | 55 |
|
|
2022
Q4 | $2.04M | Sell |
40,632
-3,583
| -8% | -$180K | 0.45% | 56 |
|
|
2022
Q3 | $1.96M | Sell |
44,215
-2,005
| -4% | -$88.9K | 0.48% | 58 |
|
|
2022
Q2 | $2.31M | Buy |
46,220
+3,407
| +8% | +$170K | 0.59% | 47 |
|
|
2022
Q1 | $2.47M | Buy |
+42,813
| New | +$2.47M | 0.58% | 47 |
|