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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$999K Hold
2025
Q1
$901K Hold
2024
Q4
$853K Hold
2024
Q3
$936K Hold
2024
Q2
$871K Hold
2024
Q1
$871K Hold
2023
Q4
$834K Buy