UP Strategic Wealth Investment 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 | $999K | Hold |
14,858
| – | – | 0.78% | 24 |
|
|
2025
Q1 | $901K | Hold |
14,858
| – | – | 0.8% | 23 |
|
|
2024
Q4 | $853K | Hold |
14,858
| – | – | 0.85% | 24 |
|
|
2024
Q3 | $936K | Hold |
14,858
| – | – | 1.05% | 19 |
|
|
2024
Q2 | $871K | Hold |
14,858
| – | – | 1.32% | 16 |
|
|
2024
Q1 | $871K | Hold |
14,858
| – | – | 1.43% | 15 |
|
|
2023
Q4 | $834K | Buy |
+14,858
| New | +$834K | 1.52% | 15 |
|