O'Connor Financial Group’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
2024
Q1
Sell
-14,498
Closed -$814K 53
2023
Q4
$814K Sell
14,498
-146
-1% -$8.2K 0.5% 32
2023
Q3
$760K Sell
14,644
-315
-2% -$16.3K 0.52% 30
2023
Q2
$814K Buy
14,959
+695
+5% +$37.8K 0.56% 30
2023
Q1
$763K Buy
+14,264
New +$763K 0.57% 30