Topel & Distasi Wealth Management’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 | $474K | Sell |
7,046
-519
| -7% | -$34.9K | 0.25% | 46 |
|
|
2025
Q1 | $459K | Sell |
7,565
-239
| -3% | -$14.5K | 0.21% | 58 |
|
|
2024
Q4 | $448K | Buy |
7,804
+50
| +0.6% | +$2.87K | 0.19% | 61 |
|
|
2024
Q3 | $489K | Buy |
7,754
+90
| +1% | +$5.67K | 0.2% | 59 |
|
|
2024
Q2 | $449K | Buy |
7,664
+60
| +0.8% | +$3.52K | 0.2% | 59 |
|
|
2024
Q1 | $446K | Sell |
7,604
-144
| -2% | -$8.45K | 0.2% | 58 |
|
|
2023
Q4 | $435K | Sell |
7,748
-77,754
| -91% | -$4.37M | 0.21% | 58 |
|
|
2023
Q3 | $4.43M | Buy |
85,502
+155
| +0.2% | +$8.04K | 2.33% | 14 |
|
|
2023
Q2 | $4.64M | Hold |
85,347
| – | – | 2.34% | 15 |
|
|
2023
Q1 | $4.56M | Buy |
85,347
+313
| +0.4% | +$16.7K | 2.38% | 14 |
|
|
2022
Q4 | $4.26M | Hold |
85,034
| – | – | 2.39% | 14 |
|
|
2022
Q3 | $4.26M | Buy |
85,034
+15,850
| +23% | +$794K | 2.35% | 14 |
|
|
2022
Q2 | $3.46M | Sell |
69,184
-4,971
| -7% | -$248K | 2% | 15 |
|
|
2022
Q1 | $4.27M | Buy |
74,155
+210
| +0.3% | +$12.1K | 1.79% | 19 |
|
|
2021
Q4 | $4.53M | Buy |
+73,945
| New | +$4.53M | 1.85% | 17 |
|