Sweet Financial 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
2024
Q3
$20.7M Sell
2024
Q2
$19.8M Buy
2024
Q1
$19.6M Buy
2023
Q4
$17.6M Sell
2023
Q3
$16.5M Buy
2023
Q2
$16.5M Buy
2023
Q1
$15.8M Sell
2022
Q4
$15.2M Buy
2022
Q3
$13M Buy
2022
Q2
$13.7M Buy
2022
Q1
$13.6M Buy
2021
Q4
$412K Buy