Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.7M | Sell |
327,798
-9,150
| -3% | -$576K | 4.47% | 4 |
|
|
2024
Q2 | $19.8M | Buy |
336,948
+2,784
| +0.8% | +$163K | 4.51% | 4 |
|
|
2024
Q1 | $19.6M | Buy |
334,164
+20,521
| +7% | +$1.2M | 4.52% | 4 |
|
|
2023
Q4 | $17.6M | Sell |
313,643
-5,381
| -2% | -$302K | 4.19% | 5 |
|
|
2023
Q3 | $16.5M | Buy |
319,024
+16,227
| +5% | +$842K | 4.38% | 5 |
|
|
2023
Q2 | $16.5M | Buy |
302,797
+7,704
| +3% | +$419K | 4.29% | 5 |
|
|
2023
Q1 | $15.8M | Sell |
295,093
-8,874
| -3% | -$474K | 4.36% | 6 |
|
|
2022
Q4 | $15.2M | Buy |
303,967
+10,945
| +4% | +$549K | 4.48% | 5 |
|
|
2022
Q3 | $13M | Buy |
293,022
+18,107
| +7% | +$803K | 4.14% | 6 |
|
|
2022
Q2 | $13.7M | Buy |
274,915
+38,245
| +16% | +$1.91M | 4.31% | 6 |
|
|
2022
Q1 | $13.6M | Buy |
236,670
+229,953
| +3,423% | +$13.2M | 3.65% | 7 |
|
|
2021
Q4 | $412K | Buy |
+6,717
| New | +$412K | 0.17% | 85 |
|