River Wealth 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 | $16.5M | Sell |
244,830
-4,388
| -2% | -$295K | 2.05% | 15 |
|
|
2025
Q1 | $15.1M | Sell |
249,218
-10,807
| -4% | -$656K | 2.1% | 13 |
|
|
2024
Q4 | $14.9M | Sell |
260,025
-11,831
| -4% | -$679K | 1.98% | 13 |
|
|
2024
Q3 | $17.1M | Sell |
271,856
-5,557
| -2% | -$350K | 2.28% | 7 |
|
|
2024
Q2 | $16.3M | Sell |
277,413
-35,038
| -11% | -$2.05M | 2.33% | 9 |
|
|
2024
Q1 | $18.3M | Sell |
312,451
-39,730
| -11% | -$2.33M | 2.66% | 7 |
|
|
2023
Q4 | $19.8M | Buy |
352,181
+5,146
| +1% | +$289K | 3.16% | 6 |
|
|
2023
Q3 | $18M | Buy |
347,035
+1,104
| +0.3% | +$57.3K | 3.22% | 6 |
|
|
2023
Q2 | $18.8M | Buy |
345,931
+2,445
| +0.7% | +$133K | 3.19% | 6 |
|
|
2023
Q1 | $18.4M | Buy |
343,486
+1,959
| +0.6% | +$105K | 3.34% | 6 |
|
|
2022
Q4 | $17.1M | Buy |
341,527
+7,592
| +2% | +$381K | 3.3% | 5 |
|
|
2022
Q3 | $14.8M | Sell |
333,935
-61,913
| -16% | -$2.75M | 3.19% | 6 |
|
|
2022
Q2 | $19.8M | Buy |
395,848
+7,216
| +2% | +$361K | 3.64% | 3 |
|
|
2022
Q1 | $22.4M | Buy |
388,632
+12,579
| +3% | +$724K | 3.57% | 3 |
|
|
2021
Q4 | $23M | Sell |
376,053
-8,284
| -2% | -$508K | 3.57% | 2 |
|
|
2021
Q3 | $23.4M | Buy |
384,337
+31,804
| +9% | +$1.94M | 4.01% | 2 |
|
|
2021
Q2 | $22.3M | Buy |
352,533
+6,129
| +2% | +$389K | 3.91% | 2 |
|
|
2021
Q1 | $21M | Buy |
346,404
+28,402
| +9% | +$1.72M | 3.94% | 2 |
|
|
2020
Q4 | $18.6M | Buy |
318,002
+30,256
| +11% | +$1.77M | 4.01% | 2 |
|
|
2020
Q3 | $14.5M | Buy |
287,746
+30,464
| +12% | +$1.54M | 3.79% | 2 |
|
|
2020
Q2 | $12.2M | Buy |
257,282
+27,852
| +12% | +$1.33M | 3.72% | 3 |
|
|
2020
Q1 | $9.41M | Buy |
+229,430
| New | +$9.41M | 3.76% | 3 |
|