Resonant Capital 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 | $251K | Buy |
+3,730
| New | +$251K | 0.02% | 358 |
|
|
2024
Q4 | – | Sell |
-3,425
| Closed | -$216K | – | 365 |
|
|
2024
Q3 | $216K | Sell |
3,425
-1
| -0% | -$63 | 0.02% | 331 |
|
|
2024
Q2 | $201K | Buy |
+3,426
| New | +$201K | 0.02% | 332 |
|
|
2023
Q1 | – | Sell |
-26,251
| Closed | -$1.32M | – | 267 |
|
|
2022
Q4 | $1.32M | Buy |
26,251
+298
| +1% | +$14.9K | 0.16% | 110 |
|
|
2022
Q3 | $1.15M | Sell |
25,953
-4
| -0% | -$177 | 0.17% | 105 |
|
|
2022
Q2 | $1.3M | Sell |
25,957
-261
| -1% | -$13K | 0.2% | 96 |
|
|
2022
Q1 | $1.53M | Buy |
26,218
+1,131
| +5% | +$65.8K | 0.23% | 86 |
|
|
2021
Q4 | $1.54M | Buy |
25,087
+1,640
| +7% | +$100K | 0.23% | 83 |
|
|
2021
Q3 | $1.43M | Buy |
23,447
+50
| +0.2% | +$3.05K | 0.25% | 82 |
|
|
2021
Q2 | $1.48M | Buy |
23,397
+117
| +0.5% | +$7.42K | 0.29% | 75 |
|
|
2021
Q1 | $1.41M | Buy |
23,280
+4,489
| +24% | +$272K | 0.29% | 76 |
|
|
2020
Q4 | $1.1M | Buy |
18,791
+6,966
| +59% | +$407K | 0.26% | 78 |
|
|
2020
Q3 | $597K | Buy |
11,825
+195
| +2% | +$9.85K | 0.17% | 89 |
|
|
2020
Q2 | $554K | Sell |
11,630
-7,071
| -38% | -$337K | 0.16% | 99 |
|
|
2020
Q1 | $767K | Buy |
18,701
+2,304
| +14% | +$94.5K | 0.28% | 98 |
|
|
2019
Q4 | $881K | Buy |
+16,397
| New | +$881K | 0.28% | 108 |
|