Summit Wealth Partners’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
Q3 | $859K | Sell |
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|
2025
Q2 | $812K | Sell |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $732K | Buy |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $766K | Sell |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $818K | Buy |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $881K | Sell |
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|
2021
Q3 | $882K | Sell |
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|
2021
Q2 | $938K | Sell |
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|
2021
Q1 | $935K | Sell |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $795K | Buy |
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|
2020
Q2 | $652K | Buy |
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|
2020
Q1 | $536K | Buy |
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