Oak Wealth 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
$1.02M Hold
15,203
0.66% 22
2025
Q1
$922K Buy
15,203
+4,635
+44% +$281K 0.68% 19
2024
Q4
$607K Buy
+10,568
New +$607K 0.47% 28