Stokes Family Office’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 | $3.71M | Buy |
55,207
+5,000
| +10% | +$336K | 0.39% | 63 |
|
|
2025
Q1 | $3.05M | Buy |
50,207
+1,120
| +2% | +$67.9K | 0.34% | 67 |
|
|
2024
Q4 | $2.82M | Sell |
49,087
-627
| -1% | -$36K | 0.3% | 72 |
|
|
2024
Q3 | $3.13M | Sell |
49,714
-637
| -1% | -$40.1K | 0.34% | 65 |
|
|
2024
Q2 | $2.95M | Sell |
50,351
-6,756
| -12% | -$396K | 0.35% | 66 |
|
|
2024
Q1 | $3.35M | Sell |
57,107
-5,493
| -9% | -$322K | 0.42% | 60 |
|
|
2023
Q4 | $3.51M | Sell |
62,600
-23,244
| -27% | -$1.3M | 0.47% | 54 |
|
|
2023
Q3 | $4.45M | Sell |
85,844
-18,589
| -18% | -$964K | 0.52% | 45 |
|
|
2023
Q2 | $5.68M | Buy |
104,433
+18
| +0% | +$979 | 0.66% | 31 |
|
|
2023
Q1 | $5.58M | Sell |
104,415
-49,767
| -32% | -$2.66M | 0.7% | 31 |
|
|
2022
Q4 | $7.73M | Sell |
154,182
-2,465
| -2% | -$124K | 1% | 22 |
|
|
2022
Q3 | $6.95M | Sell |
156,647
-8,198
| -5% | -$364K | 0.99% | 22 |
|
|
2022
Q2 | $8.24M | Sell |
164,845
-5,128
| -3% | -$256K | 1.12% | 21 |
|
|
2022
Q1 | $9.79M | Sell |
169,973
-1,235
| -0.7% | -$71.1K | 1.3% | 18 |
|
|
2021
Q4 | $10.5M | Buy |
171,208
+101
| +0.1% | +$6.19K | 1.3% | 16 |
|
|
2021
Q3 | $10.4M | Sell |
171,107
-639
| -0.4% | -$39K | 1.45% | 15 |
|
|
2021
Q2 | $10.9M | Sell |
171,746
-443
| -0.3% | -$28.1K | 1.54% | 16 |
|
|
2021
Q1 | $10.4M | Buy |
172,189
+734
| +0.4% | +$44.5K | 1.62% | 14 |
|
|
2020
Q4 | $10M | Buy |
171,455
+445
| +0.3% | +$26K | 1.97% | 10 |
|
|
2020
Q3 | $8.63M | Buy |
171,010
+2,890
| +2% | +$146K | 1.95% | 10 |
|
|
2020
Q2 | $8M | Buy |
168,120
+15,633
| +10% | +$744K | 2.02% | 10 |
|
|
2020
Q1 | $6.26M | Sell |
152,487
-40,543
| -21% | -$1.66M | 1.67% | 13 |
|
|
2019
Q4 | $10.4M | Buy |
+193,030
| New | +$10.4M | 2.32% | 11 |
|