Strategic Financial Partners’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 | $344K | Sell |
5,113
-136
| -3% | -$9.14K | 0.16% | 61 |
|
|
2025
Q1 | $318K | Buy |
5,249
+1
| +0% | +$61 | 0.17% | 58 |
|
|
2024
Q4 | $301K | Sell |
5,248
-54
| -1% | -$3.1K | 0.15% | 58 |
|
|
2024
Q3 | $334K | Buy |
5,302
+448
| +9% | +$28.2K | 0.17% | 54 |
|
|
2024
Q2 | $285K | Sell |
4,854
-920
| -16% | -$54K | 0.16% | 57 |
|
|
2024
Q1 | $339K | Sell |
5,774
-106
| -2% | -$6.22K | 0.19% | 55 |
|
|
2023
Q4 | $330K | Buy |
5,880
+3
| +0.1% | +$168 | 0.19% | 51 |
|
|
2023
Q3 | $305K | Buy |
5,877
+1
| +0% | +$52 | 0.19% | 53 |
|
|
2023
Q2 | $320K | Buy |
5,876
+3
| +0.1% | +$163 | 0.18% | 55 |
|
|
2023
Q1 | $314K | Buy |
5,873
+155
| +3% | +$8.29K | 0.19% | 53 |
|
|
2022
Q4 | $287K | Buy |
5,718
+3
| +0.1% | +$151 | 0.18% | 57 |
|
|
2022
Q3 | $254K | Buy |
5,715
+461
| +9% | +$20.5K | 0.16% | 53 |
|
|
2022
Q2 | $263K | Sell |
5,254
-122
| -2% | -$6.11K | 0.15% | 51 |
|
|
2022
Q1 | $310K | Sell |
5,376
-119
| -2% | -$6.86K | 0.16% | 52 |
|
|
2021
Q4 | $337K | Sell |
5,495
-323
| -6% | -$19.8K | 0.17% | 55 |
|
|
2021
Q3 | $355K | Sell |
5,818
-80
| -1% | -$4.88K | 0.19% | 51 |
|
|
2021
Q2 | $374K | Sell |
5,898
-2
| -0% | -$127 | 0.21% | 49 |
|
|
2021
Q1 | $358K | Sell |
5,900
-684
| -10% | -$41.5K | 0.21% | 50 |
|
|
2020
Q4 | $384K | Buy |
6,584
+81
| +1% | +$4.72K | 0.25% | 48 |
|
|
2020
Q3 | $328K | Sell |
6,503
-53
| -0.8% | -$2.67K | 0.26% | 47 |
|
|
2020
Q2 | $312K | Sell |
6,556
-2,880
| -31% | -$137K | 0.26% | 48 |
|
|
2020
Q1 | $387K | Sell |
9,436
-1,409
| -13% | -$57.8K | 0.41% | 42 |
|
|
2019
Q4 | $583K | Buy |
+10,845
| New | +$583K | 0.48% | 40 |
|