Optimum Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Hold |
2,633
| – | – | 0.07% | 196 |
|
|
2025
Q2 | $177K | Hold |
2,633
| – | – | 0.08% | 191 |
|
|
2025
Q1 | $160K | Hold |
2,633
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $151K | Buy |
2,633
+400
| +18% | +$24.1K | 0.07% | 207 |
|
|
2024
Q3 | $141K | Hold |
2,233
| – | – | 0.06% | 232 |
|
|
2024
Q2 | $131K | Hold |
2,233
| – | – | 0.06% | 230 |
|
|
2024
Q1 | $131K | Buy |
2,233
+31
| +1% | +$1.75K | 0.06% | 236 |
|
|
2023
Q4 | $124K | Hold |
2,202
| – | – | 0.06% | 232 |
|
|
2023
Q3 | $114K | Hold |
2,202
| – | – | 0.06% | 246 |
|
|
2023
Q2 | $120K | Buy |
2,202
+202
| +10% | +$10.9K | 0.06% | 247 |
|
|
2023
Q1 | $107K | Hold |
2,000
| – | – | 0.06% | 259 |
|
|
2022
Q4 | $100K | Hold |
2,000
| – | – | 0.05% | 262 |
|
|
2022
Q3 | $89K | Hold |
2,000
| – | – | 0.05% | 296 |
|
|
2022
Q2 | $100K | Hold |
2,000
| – | – | 0.05% | 284 |
|
|
2022
Q1 | $115K | Hold |
2,000
| – | – | 0.05% | 299 |
|
|
2021
Q4 | $123K | Hold |
2,000
| – | – | 0.05% | 309 |
|
|
2021
Q3 | $122K | Hold |
2,000
| – | – | 0.05% | 304 |
|
|
2021
Q2 | $127K | Hold |
2,000
| – | – | 0.04% | 339 |
|
|
2021
Q1 | $121K | Hold |
2,000
| – | – | 0.04% | 337 |
|
|
2020
Q4 | $117K | Hold |
2,000
| – | – | 0.04% | 330 |
|
|
2020
Q3 | $101K | Hold |
2,000
| – | – | 0.03% | 333 |
|
|
2020
Q2 | $95K | Sell |
2,000
-1,037
| -34% | -$46.5K | 0.03% | 335 |
|
|
2020
Q1 | $125K | Sell |
3,037
-28
| -0.9% | -$1.38K | 0.05% | 276 |
|
|
2019
Q4 | $165K | Sell |
3,065
-892
| -23% | -$46.3K | 0.05% | 307 |
|
|
2019
Q3 | $197K | Sell |
3,957
-123
| -3% | -$6.13K | 0.06% | 267 |
|
|
2019
Q2 | $208K | Sell |
4,080
-82
| -2% | -$4.14K | 0.07% | 260 |
|
|
2019
Q1 | $209K | Sell |
4,162
-240
| -5% | -$11.8K | 0.07% | 270 |
|
|
2018
Q4 | $201K | Sell |
4,402
-2,566
| -37% | -$123K | 0.07% | 256 |
|
|
2018
Q3 | $363K | Sell |
6,968
-313
| -4% | -$16.3K | 0.1% | 198 |
|
|
2018
Q2 | $377K | Buy |
7,281
+112
| +2% | +$6.07K | 0.11% | 192 |
|
|
2018
Q1 | $390K | Buy |
+7,169
| New | +$399K | 0.11% | 185 |
|
|
2015
Q1 | $43K | Sell |
885
-140
| -14% | -$6.73K | 0.01% | 541 |
|
|
2014
Q4 | $48K | Sell |
1,025
-450
| -31% | -$21.6K | 0.02% | 519 |
|
|
2014
Q3 | $73K | Hold |
1,475
| – | – | 0.02% | 401 |
|
|
2014
Q2 | $77K | Hold |
1,475
| – | – | 0.02% | 389 |
|
|
2014
Q1 | $74K | Sell |
1,475
-420
| -22% | -$20.8K | 0.03% | 337 |
|
|
2013
Q4 | $96K | Hold |
1,895
| – | – | 0.04% | 298 |
|
|
2013
Q3 | $92K | Buy |
+1,895
| New | +$88.9K | 0.04% | 288 |
|
Other funds holding VEU
FMWA
Optimum Investment Advisors's VEU Position: Q3 2025 in Review
Optimum Investment Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2025 at 2,633 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #196.
Optimum Investment Advisors first reported a position in VEU in Q3 2013 and has held it in 38 quarters since. The position peaked at $390K in Q1 2018. 1,390 funds tracked by Wall St. Rank hold VEU as of Q3 2025.
- Optimum Investment Advisors held 2,633 shares of Vanguard FTSE All-World ex-US ETF worth $188K as of Q3 2025.
- Optimum Investment Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2025.
- Vanguard FTSE All-World ex-US ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #196 holding.
- Optimum Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $390K in Q1 2018.
- 1,390 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.