SFS
Summit Financial Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
13,477
-67
| -0.5% | -$4.5K | 0.08% | 64 |
|
|
2025
Q1 | $822K | Sell |
13,544
-145
| -1% | -$8.8K | 0.08% | 62 |
|
|
2024
Q4 | $786K | Sell |
13,689
-642
| -4% | -$36.9K | 0.09% | 62 |
|
|
2024
Q3 | $903K | Sell |
14,331
-383
| -3% | -$24.1K | 0.1% | 60 |
|
|
2024
Q2 | $863K | Sell |
14,714
-688
| -4% | -$40.3K | 0.11% | 61 |
|
|
2024
Q1 | $903K | Sell |
15,402
-44
| -0.3% | -$2.58K | 0.13% | 61 |
|
|
2023
Q4 | $867K | Hold |
15,446
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $801K | Sell |
15,446
-543
| -3% | -$28.2K | 0.15% | 50 |
|
|
2023
Q2 | $870K | Hold |
15,989
| – | – | 0.16% | 47 |
|
|
2023
Q1 | $855K | Sell |
15,989
-134
| -0.8% | -$7.17K | 0.17% | 46 |
|
|
2022
Q4 | $808K | Sell |
16,123
-2,010
| -11% | -$101K | 0.17% | 44 |
|
|
2022
Q3 | $804K | Sell |
18,133
-1,706
| -9% | -$75.6K | 0.19% | 42 |
|
|
2022
Q2 | $991K | Buy |
19,839
+52
| +0.3% | +$2.6K | 0.23% | 37 |
|
|
2022
Q1 | $1.14M | Sell |
19,787
-82
| -0.4% | -$4.72K | 0.23% | 33 |
|
|
2021
Q4 | $1.22M | Sell |
19,869
-1,000
| -5% | -$61.3K | 0.24% | 32 |
|
|
2021
Q3 | $1.27M | Hold |
20,869
| – | – | 0.24% | 30 |
|
|
2021
Q2 | $1.32M | Buy |
+20,869
| New | +$1.32M | 0.26% | 29 |
|
|
2021
Q1 | – | Sell |
-16,664
| Closed | -$973K | – | 75 |
|
|
2020
Q4 | $973K | Sell |
16,664
-68
| -0.4% | -$3.97K | 0.33% | 26 |
|
|
2020
Q3 | $844K | Sell |
16,732
-596
| -3% | -$30.1K | 0.34% | 26 |
|
|
2020
Q2 | $825K | Buy |
17,328
+303
| +2% | +$14.4K | 0.37% | 24 |
|
|
2020
Q1 | $698K | Buy |
+17,025
| New | +$698K | 0.38% | 23 |
|