Shakespeare Wealth Management’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 | $283K | Hold |
1,383
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $268K | Hold |
1,383
| – | – | 0.07% | 86 |
|
|
2024
Q4 | $271K | Sell |
1,383
-3,300
| -70% | -$646K | 0.07% | 82 |
|
|
2024
Q3 | $482K | Sell |
4,683
-265
| -5% | -$27.3K | 0.13% | 65 |
|
|
2024
Q2 | $471K | Buy |
4,948
+1,461
| +42% | +$139K | 0.14% | 60 |
|
|
2024
Q1 | $205K | Buy |
+3,487
| New | +$205K | 0.06% | 85 |
|