Sequoia 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 | $6.9M | Sell |
102,647
-1,480
| -1% | -$99.5K | 0.05% | 223 |
|
|
2025
Q1 | $6.32M | Buy |
104,127
+5,811
| +6% | +$352K | 0.05% | 237 |
|
|
2024
Q4 | $5.64M | Sell |
98,316
-2,188
| -2% | -$126K | 0.05% | 239 |
|
|
2024
Q3 | $6.33M | Sell |
100,504
-970
| -1% | -$61.1K | 0.07% | 191 |
|
|
2024
Q2 | $5.95M | Buy |
101,474
+650
| +0.6% | +$38.1K | 0.07% | 174 |
|
|
2024
Q1 | $5.91M | Sell |
100,824
-5,698
| -5% | -$334K | 0.07% | 181 |
|
|
2023
Q4 | $5.98M | Buy |
106,522
+7,420
| +7% | +$417K | 0.07% | 194 |
|
|
2023
Q3 | $5.14M | Sell |
99,102
-11,627
| -11% | -$603K | 0.09% | 151 |
|
|
2023
Q2 | $6.02M | Buy |
110,729
+38,027
| +52% | +$2.07M | 0.1% | 144 |
|
|
2023
Q1 | $3.89M | Sell |
72,702
-15,172
| -17% | -$811K | 0.09% | 157 |
|
|
2022
Q4 | $4.41M | Buy |
87,874
+9,741
| +12% | +$488K | 0.11% | 142 |
|
|
2022
Q3 | $3.47M | Sell |
78,133
-2,336
| -3% | -$104K | 0.11% | 135 |
|
|
2022
Q2 | $4.02M | Sell |
80,469
-2,945
| -4% | -$147K | 0.11% | 134 |
|
|
2022
Q1 | $4.8M | Sell |
83,414
-1,910
| -2% | -$110K | 0.12% | 122 |
|
|
2021
Q4 | $5.23M | Buy |
85,324
+48,482
| +132% | +$2.97M | 0.14% | 110 |
|
|
2021
Q3 | $2.25M | Sell |
36,842
-39,493
| -52% | -$2.41M | 0.23% | 71 |
|
|
2021
Q2 | $4.84M | Sell |
76,335
-3,055
| -4% | -$194K | 0.18% | 97 |
|
|
2021
Q1 | $4.82M | Buy |
79,390
+1,549
| +2% | +$94K | 0.2% | 81 |
|
|
2020
Q4 | $4.54M | Buy |
77,841
+9,804
| +14% | +$572K | 0.21% | 67 |
|
|
2020
Q3 | $3.43M | Buy |
68,037
+2,385
| +4% | +$120K | 0.18% | 76 |
|
|
2020
Q2 | $3.13M | Sell |
65,652
-565
| -0.9% | -$26.9K | 0.18% | 65 |
|
|
2020
Q1 | $2.72M | Sell |
66,217
-2,527
| -4% | -$104K | 0.2% | 64 |
|
|
2019
Q4 | $3.7M | Buy |
68,744
+1,500
| +2% | +$80.6K | 0.23% | 61 |
|
|
2019
Q3 | $3.36M | Sell |
67,244
-3,330
| -5% | -$166K | 0.24% | 62 |
|
|
2019
Q2 | $3.6M | Buy |
70,574
+3,083
| +5% | +$157K | 0.27% | 59 |
|
|
2019
Q1 | $3.39M | Buy |
67,491
+5,614
| +9% | +$282K | 0.28% | 56 |
|
|
2018
Q4 | $2.82M | Buy |
61,877
+4,141
| +7% | +$189K | 0.33% | 55 |
|
|
2018
Q3 | $3.01M | Sell |
57,736
-2,861
| -5% | -$149K | 0.3% | 59 |
|
|
2018
Q2 | $3.14M | Buy |
60,597
+1,238
| +2% | +$64.2K | 0.33% | 54 |
|
|
2018
Q1 | $3.23M | Buy |
59,359
+675
| +1% | +$36.7K | 0.34% | 58 |
|
|
2017
Q4 | $3.21M | Buy |
58,684
+5,113
| +10% | +$280K | 0.34% | 61 |
|
|
2017
Q3 | $2.82M | Sell |
53,571
-614
| -1% | -$32.4K | 0.33% | 59 |
|
|
2017
Q2 | $2.71M | Buy |
54,185
+10,470
| +24% | +$524K | 0.34% | 61 |
|
|
2017
Q1 | $2.09M | Buy |
43,715
+10,480
| +32% | +$501K | 0.27% | 68 |
|
|
2016
Q4 | $1.47M | Buy |
33,235
+21,751
| +189% | +$961K | 0.21% | 77 |
|
|
2016
Q3 | $522K | Sell |
11,484
-4,927
| -30% | -$224K | 0.1% | 116 |
|
|
2016
Q2 | $703K | Sell |
16,411
-4,412
| -21% | -$189K | 0.2% | 89 |
|
|
2016
Q1 | $899K | Sell |
20,823
-3,638
| -15% | -$157K | 0.29% | 62 |
|
|
2015
Q4 | $1.06M | Buy |
24,461
+16
| +0.1% | +$695 | 0.43% | 47 |
|
|
2015
Q3 | $1.04M | Sell |
24,445
-620
| -2% | -$26.4K | 0.45% | 46 |
|
|
2015
Q2 | $1.22M | Buy |
25,065
+66
| +0.3% | +$3.21K | 0.51% | 44 |
|
|
2015
Q1 | $1.22M | Buy |
24,999
+1,339
| +6% | +$65.2K | 0.56% | 39 |
|
|
2014
Q4 | $1.11M | Buy |
23,660
+4,017
| +20% | +$188K | 0.76% | 31 |
|
|
2014
Q3 | $967K | Buy |
19,643
+1,294
| +7% | +$63.7K | 0.67% | 32 |
|
|
2014
Q2 | $959K | Buy |
18,349
+2,395
| +15% | +$125K | 0.73% | 29 |
|
|
2014
Q1 | $803K | Buy |
15,954
+1,211
| +8% | +$61K | 0.67% | 33 |
|
|
2013
Q4 | $748K | Buy |
+14,743
| New | +$748K | 0.62% | 39 |
|