SOA Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
255
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $15.5K | Hold |
255
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $14.6K | Sell |
255
-261
| -51% | -$15K | ﹤0.01% | 501 |
|
|
2024
Q3 | $32.5K | Hold |
516
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $30.3K | Hold |
516
| – | – | 0.01% | 380 |
|
|
2024
Q1 | $30.3K | Buy |
516
+255
| +98% | +$15K | 0.01% | 375 |
|
|
2023
Q4 | $14.7K | Hold |
261
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $13.5K | Hold |
261
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $14.2K | Hold |
261
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $14K | Hold |
261
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $13.1K | Hold |
261
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $11K | Hold |
261
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $13K | Sell |
261
-73
| -22% | -$3.64K | ﹤0.01% | 460 |
|
|
2022
Q1 | $19K | Hold |
334
| – | – | ﹤0.01% | 479 |
|
|
2021
Q4 | $20K | Hold |
334
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $20K | Hold |
334
| – | – | 0.01% | 460 |
|
|
2021
Q2 | $21K | Hold |
334
| – | – | 0.01% | 457 |
|
|
2021
Q1 | $20K | Buy |
334
+73
| +28% | +$4.37K | 0.01% | 408 |
|
|
2020
Q4 | $16K | Buy |
+261
| New | +$16K | ﹤0.01% | 444 |
|