Strategic Advisors’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
$395K Buy
+5,873
New +$395K 0.08% 129
2019
Q1
Sell
-5,307
Closed -$242K 163
2018
Q4
$242K Sell
5,307
-40,432
-88% -$1.84M 0.11% 137
2018
Q3
$2.38M Buy
45,739
+4,919
+12% +$256K 0.87% 32
2018
Q2
$2.12M Buy
40,820
+36,038
+754% +$1.87M 0.85% 33
2018
Q1
$260K Buy
4,782
+674
+16% +$36.6K 0.11% 122
2017
Q4
$225K Buy
+4,108
New +$225K 0.09% 130
2016
Q2
Sell
-10,171
Closed -$439K 129
2016
Q1
$439K Buy
+10,171
New +$439K 0.25% 98