Pinnacle Wealth Planning Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $375K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.47M | Sell |
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|
2018
Q1 | $1.56M | Sell |
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|
2017
Q4 | $2.75M | Buy |
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