Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
15,862
+1,560
| +11% | +$105K | 0.03% | 283 |
|
|
2025
Q1 | $868K | Sell |
14,302
-9,920
| -41% | -$602K | 0.02% | 286 |
|
|
2024
Q4 | $1.39M | Sell |
24,222
-1,706
| -7% | -$97.9K | 0.04% | 190 |
|
|
2024
Q3 | $1.63M | Sell |
25,928
-289
| -1% | -$18.2K | 0.05% | 179 |
|
|
2024
Q2 | $1.54M | Sell |
26,217
-5,284
| -17% | -$310K | 0.05% | 176 |
|
|
2024
Q1 | $1.81M | Buy |
31,501
+1,222
| +4% | +$70K | 0.06% | 158 |
|
|
2023
Q4 | $1.7M | Sell |
30,279
-3,221
| -10% | -$181K | 0.07% | 152 |
|
|
2023
Q3 | $1.74M | Sell |
33,500
-109
| -0.3% | -$5.65K | 0.08% | 141 |
|
|
2023
Q2 | $1.83M | Sell |
33,609
-2,150
| -6% | -$117K | 0.08% | 132 |
|
|
2023
Q1 | $1.91M | Buy |
35,759
+129
| +0.4% | +$6.9K | 0.09% | 132 |
|
|
2022
Q4 | $1.79M | Sell |
35,630
-419
| -1% | -$21K | 0.1% | 121 |
|
|
2022
Q3 | $1.6M | Sell |
36,049
-2,451
| -6% | -$109K | 0.1% | 123 |
|
|
2022
Q2 | $1.92M | Sell |
38,500
-9,840
| -20% | -$491K | 0.12% | 105 |
|
|
2022
Q1 | $2.78M | Buy |
48,340
+947
| +2% | +$54.5K | 0.14% | 92 |
|
|
2021
Q4 | $2.9M | Sell |
47,393
-3,029
| -6% | -$186K | 0.16% | 83 |
|
|
2021
Q3 | $3.07M | Sell |
50,422
-2,822
| -5% | -$172K | 0.18% | 78 |
|
|
2021
Q2 | $3.38M | Buy |
53,244
+12,574
| +31% | +$797K | 0.2% | 74 |
|
|
2021
Q1 | $2.47M | Buy |
40,670
+12,484
| +44% | +$758K | 0.11% | 100 |
|
|
2020
Q4 | $1.65M | Buy |
28,186
+3,589
| +15% | +$209K | 0.08% | 120 |
|
|
2020
Q3 | $1.24M | Buy |
24,597
+12,175
| +98% | +$614K | 0.11% | 113 |
|
|
2020
Q2 | $591K | Sell |
12,422
-8,185
| -40% | -$389K | 0.05% | 171 |
|
|
2020
Q1 | $878K | Buy |
20,607
+8,059
| +64% | +$343K | 0.09% | 128 |
|
|
2019
Q4 | $674K | Buy |
12,548
+5,971
| +91% | +$321K | 0.07% | 163 |
|
|
2019
Q3 | $328K | Buy |
6,577
+2,505
| +62% | +$125K | 0.04% | 219 |
|
|
2019
Q2 | $208K | Buy |
4,072
+360
| +10% | +$18.4K | 0.02% | 281 |
|
|
2019
Q1 | $186K | Buy |
3,712
+1,009
| +37% | +$50.6K | 0.02% | 291 |
|
|
2018
Q4 | $123K | Buy |
2,703
+522
| +24% | +$23.8K | 0.02% | 341 |
|
|
2018
Q3 | $103K | Buy |
2,181
+410
| +23% | +$19.4K | 0.01% | 392 |
|
|
2018
Q2 | $91K | Buy |
1,771
+608
| +52% | +$31.2K | 0.01% | 415 |
|
|
2018
Q1 | $63K | Buy |
1,163
+46
| +4% | +$2.49K | 0.01% | 448 |
|
|
2017
Q4 | $61K | Hold |
1,117
| – | – | 0.01% | 436 |
|
|
2017
Q3 | $59K | Buy |
+1,117
| New | +$59K | 0.01% | 380 |
|