Optivise Advisory Services’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
$227K Hold
3,371
0.12% 181
2025
Q1
$204K Buy
+3,371
New +$204K 0.11% 188
2024
Q4
Sell
-3,424
Closed -$216K 190
2024
Q3
$216K Hold
3,424
0.11% 158
2024
Q2
$201K Buy
+3,424
New +$201K 0.11% 177