Union Savings Bank’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 | $506K | Buy |
7,604
+303
| +4% | +$20.2K | 0.23% | 74 |
|
|
2025
Q1 | $443K | Hold |
7,301
| – | – | 0.22% | 84 |
|
|
2024
Q4 | $419K | Sell |
7,301
-1,948
| -21% | -$112K | 0.21% | 85 |
|
|
2024
Q3 | $583K | Sell |
9,249
-1,864
| -17% | -$117K | 0.29% | 68 |
|
|
2024
Q2 | $652K | Sell |
11,113
-1,700
| -13% | -$99.7K | 0.34% | 62 |
|
|
2024
Q1 | $751K | Sell |
12,813
-272
| -2% | -$16K | 0.39% | 61 |
|
|
2023
Q4 | $734K | Hold |
13,085
| – | – | 0.42% | 57 |
|
|
2023
Q3 | $679K | Hold |
13,085
| – | – | 0.42% | 61 |
|
|
2023
Q2 | $739K | Buy |
+13,085
| New | +$739K | 0.44% | 59 |
|