OLIO Financial Planning’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 | $9.9M | Buy |
147,294
+4,746
| +3% | +$319K | 3.12% | 8 |
|
2025
Q1 | $8.65M | Buy |
142,548
+16,562
| +13% | +$1M | 2.99% | 8 |
|
2024
Q4 | $7.23M | Buy |
125,986
+31,064
| +33% | +$1.78M | 2.54% | 8 |
|
2024
Q3 | $5.33M | Buy |
94,922
+50
| +0.1% | +$2.81K | 2.24% | 10 |
|
2024
Q2 | $5.32M | Sell |
94,872
-50
| -0.1% | -$2.81K | 2.25% | 10 |
|
2024
Q1 | $5.33M | Sell |
94,922
-280
| -0.3% | -$15.7K | 2.24% | 10 |
|
2023
Q4 | $5.34M | Sell |
95,202
-15,010
| -14% | -$842K | 2.24% | 11 |
|
2023
Q3 | $5.72M | Sell |
110,212
-6,270
| -5% | -$325K | 2.68% | 10 |
|
2023
Q2 | $6.34M | Sell |
116,482
-29,608
| -20% | -$1.61M | 3% | 9 |
|
2023
Q1 | $7.81M | Sell |
146,090
-82,023
| -36% | -$4.39M | 4.04% | 6 |
|
2022
Q4 | $11.4M | Sell |
228,113
-119,158
| -34% | -$5.97M | 6.21% | 5 |
|
2022
Q3 | $15.4M | Sell |
347,271
-56,434
| -14% | -$2.5M | 9.15% | 4 |
|
2022
Q2 | $20.2M | Sell |
403,705
-11,007
| -3% | -$550K | 11.32% | 2 |
|
2022
Q1 | $23.9M | Buy |
414,712
+912
| +0.2% | +$52.5K | 13.65% | 2 |
|
2021
Q4 | $25.4M | Buy |
+413,800
| New | +$25.4M | 15.06% | 2 |
|