Oxford Financial Group’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 | $942K | Sell |
14,020
-8,772
| -38% | -$590K | 0.06% | 84 |
|
|
2025
Q1 | $1.38M | Hold |
22,792
| – | – | 0.1% | 60 |
|
|
2024
Q4 | $1.31M | Sell |
22,792
-1,868
| -8% | -$107K | 0.08% | 74 |
|
|
2024
Q3 | $1.55M | Buy |
24,660
+3,488
| +16% | +$220K | 0.1% | 66 |
|
|
2024
Q2 | $1.24M | Sell |
21,172
-2,798
| -12% | -$164K | 0.08% | 79 |
|
|
2024
Q1 | $1.41M | Sell |
23,970
-1,564
| -6% | -$91.7K | 0.1% | 64 |
|
|
2023
Q4 | $1.43M | Sell |
25,534
-2,065
| -7% | -$116K | 0.11% | 64 |
|
|
2023
Q3 | $1.43M | Sell |
27,599
-46
| -0.2% | -$2.39K | 0.12% | 57 |
|
|
2023
Q2 | $1.5M | Sell |
27,645
-2,283
| -8% | -$124K | 0.14% | 55 |
|
|
2023
Q1 | $1.6M | Buy |
29,928
+151
| +0.5% | +$8.07K | 0.18% | 48 |
|
|
2022
Q4 | $1.49M | Sell |
29,777
-11
| -0% | -$552 | 0.17% | 50 |
|
|
2022
Q3 | $1.32M | Sell |
29,788
-2,451
| -8% | -$109K | 0.2% | 52 |
|
|
2022
Q2 | $1.61M | Buy |
32,239
+2,654
| +9% | +$133K | 0.24% | 42 |
|
|
2022
Q1 | $1.7M | Sell |
29,585
-933
| -3% | -$53.7K | 0.22% | 45 |
|
|
2021
Q4 | $1.87M | Buy |
30,518
+98
| +0.3% | +$6.01K | 0.21% | 46 |
|
|
2021
Q3 | $1.85M | Buy |
30,420
+5,636
| +23% | +$343K | 0.24% | 38 |
|
|
2021
Q2 | $1.57M | Sell |
24,784
-3,000
| -11% | -$190K | 0.21% | 49 |
|
|
2021
Q1 | $1.69M | Sell |
27,784
-1,324
| -5% | -$80.3K | 0.23% | 39 |
|
|
2020
Q4 | $1.7M | Sell |
29,108
-680
| -2% | -$39.7K | 0.25% | 40 |
|
|
2020
Q3 | $1.5M | Sell |
29,788
-7,312
| -20% | -$369K | 0.24% | 38 |
|
|
2020
Q2 | $1.77M | Sell |
37,100
-29,081
| -44% | -$1.38M | 0.3% | 35 |
|
|
2020
Q1 | $2.72M | Sell |
66,181
-7,275
| -10% | -$298K | 0.54% | 28 |
|
|
2019
Q4 | $3.95M | Hold |
73,456
| – | – | 1.1% | 21 |
|
|
2019
Q3 | $3.67M | Hold |
73,456
| – | – | 1.16% | 19 |
|
|
2019
Q2 | $3.75M | Sell |
73,456
-2,619
| -3% | -$134K | 1.23% | 18 |
|
|
2019
Q1 | $3.82M | Sell |
76,075
-58,543
| -43% | -$2.94M | 1.36% | 15 |
|
|
2018
Q4 | $6.14M | Buy |
134,618
+84,113
| +167% | +$3.83M | 2% | 14 |
|
|
2018
Q3 | $2.63M | Sell |
50,505
-6,131
| -11% | -$319K | 1.22% | 13 |
|
|
2018
Q2 | $2.94M | Buy |
56,636
+5,403
| +11% | +$280K | 1.51% | 12 |
|
|
2018
Q1 | $2.79M | Buy |
51,233
+9,373
| +22% | +$510K | 1.59% | 12 |
|
|
2017
Q4 | $2.29M | Hold |
41,860
| – | – | 1.57% | 11 |
|
|
2017
Q3 | $2.21M | Sell |
41,860
-390
| -0.9% | -$20.6K | 1.51% | 13 |
|
|
2017
Q2 | $2.11M | Sell |
42,250
-283
| -0.7% | -$14.2K | 1.62% | 10 |
|
|
2017
Q1 | $2.03M | Sell |
42,533
-37
| -0.1% | -$1.77K | 1.77% | 9 |
|
|
2016
Q4 | $1.88M | Buy |
+42,570
| New | +$1.88M | 1.73% | 10 |
|