Safeguard Financial’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
Q1 | $495K | Sell |
8,156
-200
| -2% | -$12.1K | 0.11% | 70 |
|
|
2024
Q4 | $480K | Buy |
8,356
+1,090
| +15% | +$62.6K | 0.1% | 70 |
|
|
2024
Q3 | $458K | Hold |
7,266
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $426K | Sell |
7,266
-1,055
| -13% | -$61.9K | 0.12% | 65 |
|
|
2024
Q1 | $488K | Buy |
8,321
+200
| +2% | +$11.7K | 0.16% | 51 |
|
|
2023
Q4 | $456K | Buy |
8,121
+3,296
| +68% | +$185K | 0.17% | 48 |
|
|
2023
Q3 | $250K | Hold |
4,825
| – | – | 0.12% | 59 |
|
|
2023
Q2 | $262K | Hold |
4,825
| – | – | 0.13% | 58 |
|
|
2023
Q1 | $258K | Hold |
4,825
| – | – | 0.16% | 55 |
|
|
2022
Q4 | $242K | Buy |
+4,825
| New | +$242K | 0.17% | 54 |
|
|
2022
Q3 | – | Sell |
-5,690
| Closed | -$284K | – | 51 |
|
|
2022
Q2 | $284K | Buy |
+5,690
| New | +$284K | 0.34% | 38 |
|