PS
Planned Solutions’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 | $302K | Buy |
4,492
+905
| +25% | +$60.8K | 0.11% | 89 |
|
|
2025
Q1 | $218K | Hold |
3,587
| – | – | 0.09% | 106 |
|
|
2024
Q4 | $206K | Hold |
3,587
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $226K | Hold |
3,587
| – | – | 0.09% | 101 |
|
|
2024
Q2 | $210K | Hold |
3,587
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $210K | Hold |
3,587
| – | – | 0.1% | 93 |
|
|
2023
Q4 | $201K | Buy |
+3,587
| New | +$201K | 0.09% | 84 |
|
|
2023
Q3 | – | Sell |
-3,870
| Closed | -$211K | – | 83 |
|
|
2023
Q2 | $211K | Hold |
3,870
| – | – | 0.12% | 74 |
|
|
2023
Q1 | $207K | Sell |
3,870
-693
| -15% | -$37.1K | 0.13% | 74 |
|
|
2022
Q4 | $229K | Buy |
+4,563
| New | +$229K | 0.17% | 65 |
|
|
2022
Q1 | – | Sell |
-149,945
| Closed | -$9.19M | – | 78 |
|
|
2021
Q4 | $9.19M | Buy |
+149,945
| New | +$9.19M | 6.15% | 5 |
|
|
2021
Q2 | $9.33M | Buy |
147,129
+5,629
| +4% | +$357K | 6.45% | 6 |
|
|
2021
Q1 | $8.59M | Buy |
141,500
+141,285
| +65,714% | +$8.57M | 6.7% | 6 |
|
|
2020
Q4 | $13K | Buy |
+215
| New | +$13K | 0.01% | 316 |
|