Valley Financial Group’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 | $16.3M | Buy |
242,165
+8,724
| +4% | +$586K | 9.86% | 3 |
|
|
2025
Q1 | $14.2M | Buy |
233,441
+21,989
| +10% | +$1.33M | 9.4% | 3 |
|
|
2024
Q4 | $12.1M | Buy |
211,452
+10,299
| +5% | +$591K | 8.44% | 3 |
|
|
2024
Q3 | $12.7M | Sell |
201,153
-14,833
| -7% | -$934K | 8.86% | 3 |
|
|
2024
Q2 | $12.7M | Buy |
215,986
+13,180
| +6% | +$773K | 9.31% | 3 |
|
|
2024
Q1 | $11.9M | Buy |
202,806
+14,086
| +7% | +$826K | 9.05% | 3 |
|
|
2023
Q4 | $10.6M | Buy |
+188,720
| New | +$10.6M | 8.29% | 3 |
|