Strategic Wealth 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 | $213K | Buy |
+3,172
| New | +$213K | 0.02% | 307 |
|
|
2024
Q4 | $204K | Sell |
3,332
-812
| -20% | -$49.7K | 0.02% | 303 |
|
|
2024
Q3 | $261K | Sell |
4,144
-164
| -4% | -$10.3K | 0.03% | 264 |
|
|
2024
Q2 | $253K | Sell |
4,308
-59
| -1% | -$3.46K | 0.03% | 259 |
|
|
2024
Q1 | $256K | Sell |
4,367
-561
| -11% | -$32.9K | 0.03% | 247 |
|
|
2023
Q4 | $277K | Sell |
4,928
-317
| -6% | -$17.8K | 0.03% | 231 |
|
|
2023
Q3 | $272K | Sell |
5,245
-633
| -11% | -$32.8K | 0.04% | 247 |
|
|
2023
Q2 | $320K | Sell |
5,878
-184
| -3% | -$10K | 0.04% | 241 |
|
|
2023
Q1 | $324K | Buy |
6,062
+1
| +0% | +$53 | 0.05% | 207 |
|
|
2022
Q4 | $304K | Sell |
6,061
-1,124
| -16% | -$56.4K | 0.06% | 207 |
|
|
2022
Q3 | $319K | Sell |
7,185
-134
| -2% | -$5.94K | 0.07% | 216 |
|
|
2022
Q2 | $366K | Sell |
7,319
-1,138
| -13% | -$56.9K | 0.08% | 180 |
|
|
2022
Q1 | $487K | Buy |
8,457
+244
| +3% | +$14.1K | 0.1% | 179 |
|
|
2021
Q4 | $503K | Sell |
8,213
-9
| -0.1% | -$551 | 0.1% | 192 |
|
|
2021
Q3 | $501K | Buy |
8,222
+1,638
| +25% | +$99.8K | 0.15% | 169 |
|
|
2021
Q2 | $417K | Sell |
6,584
-687
| -9% | -$43.5K | 0.14% | 169 |
|
|
2021
Q1 | $441K | Sell |
7,271
-698
| -9% | -$42.3K | 0.18% | 129 |
|
|
2020
Q4 | $465K | Buy |
7,969
+190
| +2% | +$11.1K | 0.2% | 123 |
|
|
2020
Q3 | $393K | Sell |
7,779
-1,288
| -14% | -$65.1K | 0.2% | 111 |
|
|
2020
Q2 | $432K | Sell |
9,067
-10,223
| -53% | -$487K | 0.22% | 100 |
|
|
2020
Q1 | $1.04M | Hold |
19,290
| – | – | 0.54% | 55 |
|
|
2019
Q4 | $1.04M | Sell |
19,290
-2,325
| -11% | -$125K | 0.54% | 55 |
|
|
2019
Q3 | $81.1K | Sell |
21,615
-2,685
| -11% | -$10.1K | 0.42% | 67 |
|
|
2019
Q2 | $1.24M | Sell |
24,300
-8,354
| -26% | -$426K | 0.6% | 50 |
|
|
2019
Q1 | $1.66M | Sell |
32,654
-1,817
| -5% | -$92.4K | 0.76% | 31 |
|
|
2018
Q4 | $1.71M | Sell |
34,471
-1,318
| -4% | -$65.3K | 0.86% | 24 |
|
|
2018
Q3 | $1.86M | Sell |
35,789
-4,448
| -11% | -$232K | 0.99% | 23 |
|
|
2018
Q2 | $2.09M | Sell |
40,237
-18,681
| -32% | -$968K | 1.21% | 14 |
|
|
2018
Q1 | $3.2M | Sell |
58,918
-16,553
| -22% | -$900K | 1.65% | 7 |
|
|
2017
Q4 | $4.06M | Buy |
+75,471
| New | +$4.06M | 2.25% | 5 |
|