Triad 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
2023
Q3
$571K Buy
11,000
+180
+2% +$9.34K 0.2% 46
2023
Q2
$589K Buy
10,820
+4,439
+70% +$242K 0.24% 43
2023
Q1
$341K Buy
+6,381
New +$341K 0.15% 60