Summit Financial Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
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|
2025
Q1 | $822K | Sell |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $867K | Hold |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $870K | Hold |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $991K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $973K | Sell |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $825K | Buy |
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|
2020
Q1 | $698K | Buy |
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