Sightline 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 | $2.7M | Buy |
40,099
+2,072
| +5% | +$139K | 1.3% | 20 |
|
|
2025
Q1 | $2.31M | Buy |
38,027
+2,937
| +8% | +$178K | 1.22% | 19 |
|
|
2024
Q4 | $2.01M | Buy |
35,090
+172
| +0.5% | +$9.87K | 1.09% | 22 |
|
|
2024
Q3 | $2.2M | Buy |
34,918
+107
| +0.3% | +$6.74K | 1.21% | 21 |
|
|
2024
Q2 | $2.04M | Buy |
34,811
+1,402
| +4% | +$82.2K | 1.27% | 19 |
|
|
2024
Q1 | $1.96M | Buy |
33,409
+381
| +1% | +$22.3K | 1.29% | 17 |
|
|
2023
Q4 | $1.85M | Buy |
33,028
+2,863
| +9% | +$161K | 1.41% | 19 |
|
|
2023
Q3 | $1.56M | Buy |
30,165
+24
| +0.1% | +$1.25K | 1.46% | 17 |
|
|
2023
Q2 | $1.61M | Buy |
30,141
+2,740
| +10% | +$147K | 1.6% | 16 |
|
|
2023
Q1 | $1.47M | Buy |
27,401
+2,088
| +8% | +$112K | 1.5% | 17 |
|
|
2022
Q4 | $1.27M | Buy |
25,313
+13,715
| +118% | +$688K | 1.37% | 16 |
|
|
2022
Q3 | $525K | Buy |
11,598
+49
| +0.4% | +$2.22K | 0.62% | 25 |
|
|
2022
Q2 | $574K | Buy |
11,549
+275
| +2% | +$13.7K | 0.56% | 28 |
|
|
2022
Q1 | $649K | Buy |
11,274
+15
| +0.1% | +$863 | 0.54% | 27 |
|
|
2021
Q4 | $693K | Buy |
11,259
+111
| +1% | +$6.83K | 0.62% | 24 |
|
|
2021
Q3 | $680K | Buy |
11,148
+48
| +0.4% | +$2.93K | 0.57% | 27 |
|
|
2021
Q2 | $704K | Sell |
11,100
-62
| -0.6% | -$3.93K | 0.58% | 24 |
|
|
2021
Q1 | $678K | Buy |
11,162
+21
| +0.2% | +$1.28K | 0.63% | 27 |
|
|
2020
Q4 | $650K | Buy |
+11,141
| New | +$650K | 0.64% | 30 |
|