Pinnacle Wealth Planning 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 | $439K | Hold |
6,527
| – | – | 0.06% | 218 |
|
|
2025
Q1 | $396K | Hold |
6,527
| – | – | 0.06% | 202 |
|
|
2024
Q4 | $375K | Buy |
+6,527
| New | +$375K | 0.06% | 204 |
|
|
2022
Q3 | – | Sell |
-4,603
| Closed | -$230K | – | 442 |
|
|
2022
Q2 | $230K | Sell |
4,603
-887
| -16% | -$44.3K | 0.04% | 306 |
|
|
2022
Q1 | $316K | Sell |
5,490
-429
| -7% | -$24.7K | 0.06% | 260 |
|
|
2021
Q4 | $363K | Sell |
5,919
-23
| -0.4% | -$1.41K | 0.07% | 222 |
|
|
2021
Q3 | $362K | Sell |
5,942
-20
| -0.3% | -$1.22K | 0.08% | 208 |
|
|
2021
Q2 | $378K | Hold |
5,962
| – | – | 0.09% | 184 |
|
|
2021
Q1 | $362K | Sell |
5,962
-219
| -4% | -$13.3K | 0.09% | 181 |
|
|
2020
Q4 | $360K | Sell |
6,181
-843
| -12% | -$49.1K | 0.09% | 157 |
|
|
2020
Q3 | $354K | Sell |
7,024
-3,057
| -30% | -$154K | 0.12% | 133 |
|
|
2020
Q2 | $480K | Sell |
10,081
-3,252
| -24% | -$155K | 0.16% | 107 |
|
|
2020
Q1 | $546K | Sell |
13,333
-12,110
| -48% | -$496K | 0.26% | 76 |
|
|
2019
Q4 | $1.37M | Sell |
25,443
-3,262
| -11% | -$175K | 0.64% | 29 |
|
|
2019
Q3 | $1.43M | Sell |
28,705
-1,534
| -5% | -$76.5K | 0.78% | 22 |
|
|
2019
Q2 | $1.54M | Sell |
30,239
-372
| -1% | -$19K | 0.93% | 16 |
|
|
2019
Q1 | $1.54M | Sell |
30,611
-1,172
| -4% | -$58.8K | 1.03% | 14 |
|
|
2018
Q4 | $1.45M | Buy |
31,783
+3,994
| +14% | +$182K | 0.93% | 18 |
|
|
2018
Q3 | $1.45M | Sell |
27,789
-593
| -2% | -$30.9K | 1.32% | 14 |
|
|
2018
Q2 | $1.47M | Sell |
28,382
-377
| -1% | -$19.5K | 1.43% | 11 |
|
|
2018
Q1 | $1.56M | Sell |
28,759
-21,505
| -43% | -$1.17M | 1.61% | 7 |
|
|
2017
Q4 | $2.75M | Buy |
+50,264
| New | +$2.75M | 5.6% | 2 |
|