Smallwood Wealth Investment 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
Q1 | $516K | Sell |
8,508
-142
| -2% | -$8.61K | 0.33% | 42 |
|
|
2024
Q4 | $497K | Sell |
8,650
-1
| -0% | -$57 | 0.34% | 40 |
|
|
2024
Q3 | $545K | Hold |
8,651
| – | – | 0.39% | 38 |
|
|
2024
Q2 | $507K | Sell |
8,651
-5
| -0.1% | -$293 | 0.39% | 37 |
|
|
2024
Q1 | $508K | Buy |
8,656
+3
| +0% | +$176 | 0.39% | 37 |
|
|
2023
Q4 | $486K | Buy |
8,653
+34
| +0.4% | +$1.91K | 0.4% | 38 |
|
|
2023
Q3 | $447K | Sell |
8,619
-1,079
| -11% | -$56K | 0.41% | 38 |
|
|
2023
Q2 | $528K | Buy |
9,698
+1,079
| +13% | +$58.7K | 0.47% | 34 |
|
|
2023
Q1 | $461K | Sell |
8,619
-182
| -2% | -$9.73K | 0.44% | 37 |
|
|
2022
Q4 | $441K | Sell |
8,801
-20
| -0.2% | -$1K | 0.37% | 46 |
|
|
2022
Q3 | $391K | Buy |
+8,821
| New | +$391K | 0.35% | 50 |
|