Plante Moran Financial 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 | $235K | Sell |
3,499
-116
| -3% | -$7.8K | 0.02% | 146 |
|
|
2025
Q1 | $219K | Sell |
3,615
-152
| -4% | -$9.22K | 0.02% | 160 |
|
|
2024
Q4 | $216K | Sell |
3,767
-817
| -18% | -$46.9K | 0.02% | 167 |
|
|
2024
Q3 | $289K | Sell |
4,584
-295
| -6% | -$18.6K | 0.02% | 136 |
|
|
2024
Q2 | $286K | Buy |
4,879
+451
| +10% | +$26.4K | 0.03% | 134 |
|
|
2024
Q1 | $260K | Sell |
4,428
-867
| -16% | -$50.8K | 0.03% | 146 |
|
|
2023
Q4 | $297K | Sell |
5,295
-1,684
| -24% | -$94.5K | 0.03% | 124 |
|
|
2023
Q3 | $362K | Sell |
6,979
-51
| -0.7% | -$2.65K | 0.04% | 98 |
|
|
2023
Q2 | $382K | Buy |
7,030
+1,086
| +18% | +$59.1K | 0.05% | 97 |
|
|
2023
Q1 | $318K | Buy |
5,944
+2
| +0% | +$107 | 0.04% | 107 |
|
|
2022
Q4 | $298K | Buy |
5,942
+3,470
| +140% | +$174K | 0.04% | 116 |
|
|
2022
Q3 | $110K | Sell |
2,472
-4,083
| -62% | -$182K | 0.02% | 202 |
|
|
2022
Q2 | $327K | Sell |
6,555
-512
| -7% | -$25.5K | 0.05% | 110 |
|
|
2022
Q1 | $407K | Buy |
7,067
+4,924
| +230% | +$284K | 0.08% | 103 |
|
|
2021
Q4 | $131K | Buy |
2,143
+267
| +14% | +$16.3K | 0.02% | 219 |
|
|
2021
Q3 | $114K | Buy |
1,876
+699
| +59% | +$42.5K | 0.03% | 254 |
|
|
2021
Q2 | $75K | Buy |
1,177
+458
| +64% | +$29.2K | 0.02% | 294 |
|
|
2021
Q1 | $44K | Buy |
719
+140
| +24% | +$8.57K | 0.01% | 391 |
|
|
2020
Q4 | $34K | Buy |
579
+309
| +114% | +$18.1K | 0.01% | 424 |
|
|
2020
Q3 | $14K | Buy |
+270
| New | +$14K | ﹤0.01% | 562 |
|
|
2020
Q2 | – | Sell |
-813
| Closed | -$33K | – | 880 |
|
|
2020
Q1 | $33K | Buy |
+813
| New | +$33K | 0.02% | 323 |
|
|
2019
Q3 | – | Sell |
-239
| Closed | -$12K | – | 914 |
|
|
2019
Q2 | $12K | Buy |
+239
| New | +$12K | ﹤0.01% | 545 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$11K | – | 946 |
|
|
2018
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 493 |
|
|
2018
Q3 | – | Sell |
-80
| Closed | -$4K | – | 846 |
|
|
2018
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 659 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 762 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 732 |
|
|
2017
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 684 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$22K | – | 1033 |
|
|
2016
Q4 | $22K | Hold |
500
| – | – | 0.01% | 470 |
|
|
2016
Q3 | $23K | Hold |
500
| – | – | 0.02% | 467 |
|
|
2016
Q2 | $21K | Hold |
500
| – | – | 0.02% | 424 |
|
|
2016
Q1 | $22K | Sell |
500
-100
| -17% | -$4.4K | 0.02% | 372 |
|
|
2015
Q4 | $26K | Hold |
600
| – | – | 0.02% | 408 |
|
|
2015
Q3 | $26K | Buy |
600
+500
| +500% | +$21.7K | 0.02% | 352 |
|
|
2015
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 626 |
|
|
2014
Q1 | – | Sell |
-960
| Closed | -$49K | – | 704 |
|
|
2013
Q4 | $49K | Buy |
+960
| New | +$49K | 0.03% | 245 |
|