Optimum Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Optimum Investment Advisors’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$23K	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%	+$1.82K	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%	+$11K	0.06%	247
2023 Q1	$107K	Hold	2,000	–	–	0.06%	259
2022 Q4	$100K	Hold	2,000	–	–	0.05%	261
2022 Q3	$89K	Hold	2,000	–	–	0.05%	295
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%	-$49.3K	0.03%	335
2020 Q1	$125K	Sell	3,037 -28	-0.9%	-$1.15K	0.05%	276
2019 Q4	$165K	Sell	3,065 -892	-23%	-$48K	0.05%	307
2019 Q3	$197K	Sell	3,957 -123	-3%	-$6.12K	0.06%	267
2019 Q2	$208K	Sell	4,080 -82	-2%	-$4.18K	0.07%	260
2019 Q1	$209K	Sell	4,162 -240	-5%	-$12.1K	0.07%	270
2018 Q4	$201K	Sell	4,402 -2,566	-37%	-$117K	0.07%	256
2018 Q3	$363K	Sell	6,968 -313	-4%	-$16.3K	0.1%	198
2018 Q2	$377K	Buy	7,281 +112	+2%	+$5.8K	0.11%	192
2018 Q1	$390K	Buy	+7,169	New	+$390K	0.11%	185
2015 Q1	$43K	Sell	885 -140	-14%	-$6.8K	0.01%	541
2014 Q4	$48K	Sell	1,025 -450	-31%	-$21.1K	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%	-$21.1K	0.03%	337
2013 Q4	$96K	Hold	1,895	–	–	0.04%	298
2013 Q3	$92K	Buy	+1,895	New	+$92K	0.04%	288