PP
PDS Planning’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.25M | Sell |
107,862
-3,640
| -3% | -$245K | 0.54% | 34 |
|
2025
Q1 | $6.76M | Sell |
111,502
-5,429
| -5% | -$329K | 0.57% | 31 |
|
2024
Q4 | $6.71M | Buy |
116,931
+851
| +0.7% | +$48.9K | 0.6% | 30 |
|
2024
Q3 | $7.31M | Sell |
116,080
-4,570
| -4% | -$288K | 0.66% | 29 |
|
2024
Q2 | $7.07M | Buy |
120,650
+3,494
| +3% | +$205K | 0.71% | 28 |
|
2024
Q1 | $6.87M | Sell |
117,156
-5,126
| -4% | -$301K | 0.72% | 29 |
|
2023
Q4 | $6.86M | Sell |
122,282
-12,441
| -9% | -$698K | 0.78% | 26 |
|
2023
Q3 | $6.99M | Sell |
134,723
-2,507
| -2% | -$130K | 0.9% | 22 |
|
2023
Q2 | $7.47M | Sell |
137,230
-8,500
| -6% | -$462K | 0.95% | 22 |
|
2023
Q1 | $7.79M | Buy |
145,730
+125
| +0.1% | +$6.68K | 1.07% | 21 |
|
2022
Q4 | $7.3M | Sell |
145,605
-25,759
| -15% | -$1.29M | 1.17% | 20 |
|
2022
Q3 | $7.6M | Buy |
171,364
+44,368
| +35% | +$1.97M | 1.38% | 17 |
|
2022
Q2 | $6.35M | Buy |
126,996
+58,968
| +87% | +$2.95M | 1.15% | 20 |
|
2022
Q1 | $3.92M | Buy |
68,028
+6,144
| +10% | +$354K | 0.69% | 28 |
|
2021
Q4 | $3.79M | Buy |
61,884
+2,308
| +4% | +$141K | 0.73% | 32 |
|
2021
Q3 | $3.63M | Sell |
59,576
-2,525
| -4% | -$154K | 0.84% | 31 |
|
2021
Q2 | $3.94M | Buy |
62,101
+352
| +0.6% | +$22.3K | 0.96% | 28 |
|
2021
Q1 | $3.75M | Sell |
61,749
-3,217
| -5% | -$195K | 1.09% | 27 |
|
2020
Q4 | $3.79M | Buy |
64,966
+659
| +1% | +$38.5K | 1.3% | 26 |
|
2020
Q3 | $3.24M | Buy |
64,307
+1,518
| +2% | +$76.6K | 1.32% | 22 |
|
2020
Q2 | $2.99M | Sell |
62,789
-36,689
| -37% | -$1.75M | 1.35% | 23 |
|
2020
Q1 | $4.08M | Buy |
99,478
+36,038
| +57% | +$1.48M | 2.6% | 11 |
|
2019
Q4 | $3.41M | Buy |
63,440
+5,015
| +9% | +$270K | 2.15% | 13 |
|
2019
Q3 | $2.92M | Sell |
58,425
-168
| -0.3% | -$8.38K | 2.02% | 14 |
|
2019
Q2 | $2.99M | Buy |
58,593
+4,165
| +8% | +$212K | 2.22% | 12 |
|
2019
Q1 | $2.73M | Sell |
54,428
-4,094
| -7% | -$205K | 2.12% | 12 |
|
2018
Q4 | $2.67M | Buy |
58,522
+7,048
| +14% | +$321K | 2.29% | 13 |
|
2018
Q3 | $2.68M | Buy |
51,474
+3,967
| +8% | +$206K | 2.29% | 15 |
|
2018
Q2 | $2.46M | Sell |
47,507
-99
| -0.2% | -$5.13K | 2.43% | 13 |
|
2018
Q1 | $2.59M | Buy |
47,606
+2,585
| +6% | +$141K | 2.61% | 12 |
|
2017
Q4 | $2.46M | Buy |
+45,021
| New | +$2.46M | 2.5% | 12 |
|