Peterson Wealth Advisors’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 | $326K | Buy |
4,855
+34
| +0.7% | +$2.29K | 0.05% | 75 |
|
|
2025
Q1 | $263K | Buy |
4,821
+15
| +0.3% | +$819 | 0.05% | 75 |
|
|
2024
Q4 | $277K | Buy |
4,806
+77
| +2% | +$4.43K | 0.05% | 74 |
|
|
2024
Q3 | $298K | Buy |
4,729
+19
| +0.4% | +$1.2K | 0.06% | 67 |
|
|
2024
Q2 | $276K | Buy |
4,710
+36
| +0.8% | +$2.11K | 0.06% | 65 |
|
|
2024
Q1 | $274K | Buy |
4,674
+17
| +0.4% | +$997 | 0.06% | 62 |
|
|
2023
Q4 | $261K | Buy |
4,657
+70
| +2% | +$3.93K | 0.06% | 59 |
|
|
2023
Q3 | $238K | Buy |
4,587
+26
| +0.6% | +$1.35K | 0.06% | 57 |
|
|
2023
Q2 | $249K | Buy |
4,561
+51
| +1% | +$2.79K | 0.07% | 57 |
|
|
2023
Q1 | $241K | Hold |
4,510
| – | – | 0.07% | 57 |
|
|
2022
Q4 | $226K | Hold |
4,510
| – | – | 0.07% | 60 |
|
|
2022
Q3 | $200K | Hold |
4,510
| – | – | 0.07% | 58 |
|
|
2022
Q2 | $225K | Hold |
4,510
| – | – | 0.07% | 50 |
|
|
2022
Q1 | $260K | Sell |
4,510
-245
| -5% | -$14.1K | 0.08% | 51 |
|
|
2021
Q4 | $291K | Hold |
4,755
| – | – | 0.08% | 51 |
|
|
2021
Q3 | $290K | Hold |
4,755
| – | – | 0.1% | 46 |
|
|
2021
Q2 | $301K | Hold |
4,755
| – | – | 0.11% | 45 |
|
|
2021
Q1 | $289K | Hold |
4,755
| – | – | 0.12% | 43 |
|
|
2020
Q4 | $278K | Hold |
4,755
| – | – | 0.12% | 42 |
|
|
2020
Q3 | $240K | Hold |
4,755
| – | – | 0.12% | 43 |
|
|
2020
Q2 | $226K | Buy |
+4,755
| New | +$226K | 0.12% | 43 |
|
|
2020
Q1 | – | Sell |
-4,755
| Closed | -$256K | – | 59 |
|
|
2019
Q4 | $256K | Hold |
4,755
| – | – | 0.15% | 36 |
|
|
2019
Q3 | $237K | Hold |
4,755
| – | – | 0.15% | 38 |
|
|
2019
Q2 | $242K | Hold |
4,755
| – | – | 0.15% | 39 |
|
|
2019
Q1 | $245K | Buy |
+4,755
| New | +$245K | 0.16% | 38 |
|