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 |
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|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $160K | Hold |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $124K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $100K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $100K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $122K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $121K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $125K | Sell |
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|
2019
Q4 | $165K | Sell |
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|
2019
Q3 | $197K | Sell |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $209K | Sell |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $390K | Buy |
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|
2015
Q1 | $43K | Sell |
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|
2014
Q4 | $48K | Sell |
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|
2014
Q3 | $73K | Hold |
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|
2014
Q2 | $77K | Hold |
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|
2014
Q1 | $74K | Sell |
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|
2013
Q4 | $96K | Hold |
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|
2013
Q3 | $92K | Buy |
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