Smith Salley 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 | $359K | Sell |
5,347
-1,750
| -25% | -$118K | 0.02% | 202 |
|
|
2025
Q1 | $430K | Hold |
7,097
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $407K | Sell |
7,097
-675
| -9% | -$38.8K | 0.03% | 184 |
|
|
2024
Q3 | $490K | Hold |
7,772
| – | – | 0.03% | 175 |
|
|
2024
Q2 | $456K | Sell |
7,772
-2,964
| -28% | -$174K | 0.03% | 172 |
|
|
2024
Q1 | $630K | Buy |
10,736
+242
| +2% | +$14.2K | 0.05% | 150 |
|
|
2023
Q4 | $589K | Sell |
10,494
-6,491
| -38% | -$364K | 0.04% | 169 |
|
|
2023
Q3 | $881K | Buy |
16,985
+6,799
| +67% | +$353K | 0.07% | 138 |
|
|
2023
Q2 | $554K | Hold |
10,186
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $545K | Sell |
10,186
-1,717
| -14% | -$91.8K | 0.04% | 164 |
|
|
2022
Q4 | $597K | Sell |
11,903
-2,614
| -18% | -$131K | 0.05% | 154 |
|
|
2022
Q3 | $644K | Sell |
14,517
-10,166
| -41% | -$451K | 0.06% | 148 |
|
|
2022
Q2 | $1.23M | Sell |
24,683
-7,066
| -22% | -$353K | 0.11% | 124 |
|
|
2022
Q1 | $1.83M | Sell |
31,749
-1,020
| -3% | -$58.7K | 0.14% | 111 |
|
|
2021
Q4 | $2.01M | Sell |
32,769
-115
| -0.3% | -$7.05K | 0.14% | 112 |
|
|
2021
Q3 | $2.01M | Sell |
32,884
-385
| -1% | -$23.5K | 0.16% | 102 |
|
|
2021
Q2 | $2.11M | Hold |
33,269
| – | – | 0.17% | 98 |
|
|
2021
Q1 | $2.02M | Hold |
33,269
| – | – | 0.18% | 89 |
|
|
2020
Q4 | $1.94M | Buy |
+33,269
| New | +$1.94M | 0.2% | 85 |
|