Tobias Financial 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 | $1.74M | Buy |
25,894
+129
| +0.5% | +$8.67K | 0.3% | 51 |
|
|
2025
Q1 | $1.56M | Buy |
25,765
+1,415
| +6% | +$85.8K | 0.3% | 46 |
|
|
2024
Q4 | $1.4M | Sell |
24,350
-280
| -1% | -$16.1K | 0.28% | 49 |
|
|
2024
Q3 | $1.55M | Buy |
24,630
+68
| +0.3% | +$4.28K | 0.31% | 42 |
|
|
2024
Q2 | $1.44M | Buy |
24,562
+150
| +0.6% | +$8.8K | 0.31% | 44 |
|
|
2024
Q1 | $1.43M | Sell |
24,412
-491
| -2% | -$28.8K | 0.32% | 44 |
|
|
2023
Q4 | $1.4M | Buy |
24,903
+1,199
| +5% | +$67.3K | 0.34% | 44 |
|
|
2023
Q3 | $1.23M | Sell |
23,704
-153
| -0.6% | -$7.94K | 0.32% | 49 |
|
|
2023
Q2 | $1.3M | Sell |
23,857
-80
| -0.3% | -$4.35K | 0.35% | 45 |
|
|
2023
Q1 | $1.28M | Sell |
23,937
-1,619
| -6% | -$86.6K | 0.38% | 43 |
|
|
2022
Q4 | $1.28M | Sell |
25,556
-993
| -4% | -$49.8K | 0.42% | 42 |
|
|
2022
Q3 | $1.18M | Sell |
26,549
-20
| -0.1% | -$887 | 0.42% | 42 |
|
|
2022
Q2 | $1.33M | Sell |
26,569
-27
| -0.1% | -$1.35K | 0.45% | 44 |
|
|
2022
Q1 | $1.53M | Sell |
26,596
-18,490
| -41% | -$1.07M | 0.53% | 38 |
|
|
2021
Q4 | $2.76M | Buy |
45,086
+17,900
| +66% | +$1.1M | 0.22% | 56 |
|
|
2021
Q3 | $1.66M | Sell |
27,186
-754
| -3% | -$46K | 0.62% | 32 |
|
|
2021
Q2 | $1.77M | Sell |
27,940
-382
| -1% | -$24.2K | 0.7% | 30 |
|
|
2021
Q1 | $1.72M | Sell |
28,322
-6,005
| -17% | -$364K | 0.73% | 29 |
|
|
2020
Q4 | $2M | Sell |
34,327
-179
| -0.5% | -$10.4K | 0.92% | 24 |
|
|
2020
Q3 | $1.74M | Sell |
34,506
-2,349
| -6% | -$119K | 0.95% | 24 |
|
|
2020
Q2 | $1.76M | Sell |
36,855
-15,960
| -30% | -$760K | 1.03% | 22 |
|
|
2020
Q1 | $2.17M | Sell |
52,815
-2,169
| -4% | -$89K | 1.57% | 17 |
|
|
2019
Q4 | $2.96M | Buy |
+54,984
| New | +$2.96M | 1.89% | 16 |
|