Talisman Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
3,231
-379
| -10% | -$25.5K | 0.2% | 103 |
|
|
2025
Q1 | $219K | Sell |
3,610
-297
| -8% | -$18K | 0.22% | 98 |
|
|
2024
Q4 | $224K | Sell |
3,907
-1,534
| -28% | -$88.1K | 0.24% | 96 |
|
|
2024
Q3 | $345K | Hold |
5,441
| – | – | 0.36% | 69 |
|
|
2024
Q2 | $319K | Buy |
5,441
+19
| +0.4% | +$1.11K | 0.37% | 68 |
|
|
2024
Q1 | $318K | Buy |
5,422
+7
| +0.1% | +$411 | 0.4% | 65 |
|
|
2023
Q4 | $304K | Sell |
5,415
-340
| -6% | -$19.1K | 0.45% | 65 |
|
|
2023
Q3 | $298K | Buy |
5,755
+11
| +0.2% | +$571 | 0.52% | 61 |
|
|
2023
Q2 | $313K | Sell |
5,744
-545
| -9% | -$29.7K | 0.53% | 63 |
|
|
2023
Q1 | $336K | Buy |
6,289
+4
| +0.1% | +$214 | 0.61% | 58 |
|
|
2022
Q4 | $315K | Buy |
+6,285
| New | +$315K | 0.67% | 49 |
|