Sterling Group 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 | $285K | Buy |
4,234
+82
| +2% | +$5.51K | 0.16% | 42 |
|
|
2025
Q1 | $252K | Sell |
4,152
-566
| -12% | -$34.3K | 0.14% | 52 |
|
|
2024
Q4 | $271K | Buy |
4,718
+127
| +3% | +$7.29K | 0.14% | 54 |
|
|
2024
Q3 | $289K | Hold |
4,591
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $269K | Sell |
4,591
-329
| -7% | -$19.3K | 0.15% | 45 |
|
|
2024
Q1 | $289K | Sell |
4,920
-7,963
| -62% | -$467K | 17.72% | 2 |
|
|
2023
Q4 | $723K | Buy |
12,883
+149
| +1% | +$8.37K | 0.56% | 17 |
|
|
2023
Q3 | $661K | Buy |
12,734
+484
| +4% | +$25.1K | 0.63% | 18 |
|
|
2023
Q2 | $667K | Sell |
12,250
-167
| -1% | -$9.09K | 0.58% | 18 |
|
|
2023
Q1 | $664K | Buy |
12,417
+1,804
| +17% | +$96.5K | 0.63% | 20 |
|
|
2022
Q4 | $532K | Buy |
+10,613
| New | +$532K | 0.52% | 23 |
|