VERITY Wealth 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 | $11M | Buy |
163,591
+9,861
| +6% | +$663K | 7.39% | 3 |
|
|
2025
Q1 | $9.33M | Sell |
153,730
-177
| -0.1% | -$10.7K | 6.91% | 3 |
|
|
2024
Q4 | $8.84M | Sell |
153,907
-7
| -0% | -$402 | 6.38% | 3 |
|
|
2024
Q3 | $9.7M | Buy |
153,914
+348
| +0.2% | +$21.9K | 6.82% | 3 |
|
|
2024
Q2 | $9.01M | Buy |
153,566
+3,583
| +2% | +$210K | 6.75% | 3 |
|
|
2024
Q1 | $8.8M | Buy |
149,983
+1,574
| +1% | +$92.3K | 6.75% | 3 |
|
|
2023
Q4 | $8.33M | Buy |
148,409
+1,841
| +1% | +$103K | 7.16% | 3 |
|
|
2023
Q3 | $7.6M | Buy |
146,568
+4,495
| +3% | +$233K | 7.15% | 3 |
|
|
2023
Q2 | $7.73M | Sell |
142,073
-2,030
| -1% | -$110K | 6.94% | 3 |
|
|
2023
Q1 | $7.71M | Buy |
144,103
+4,035
| +3% | +$216K | 7.14% | 3 |
|
|
2022
Q4 | $7.02M | Sell |
140,068
-2,596
| -2% | -$130K | 6.89% | 3 |
|
|
2022
Q3 | $6.33M | Buy |
142,664
+1,752
| +1% | +$77.7K | 6.49% | 3 |
|
|
2022
Q2 | $7.04M | Buy |
140,912
+17,902
| +15% | +$894K | 6.84% | 3 |
|
|
2022
Q1 | $7.08M | Buy |
123,010
+6,504
| +6% | +$375K | 6.26% | 3 |
|
|
2021
Q4 | $7.14M | Buy |
116,506
+1,355
| +1% | +$83K | 5.93% | 3 |
|
|
2021
Q3 | $7.02M | Buy |
115,151
+1,127
| +1% | +$68.7K | 6.28% | 3 |
|
|
2021
Q2 | $7.23M | Sell |
114,024
-7,348
| -6% | -$466K | 6.56% | 3 |
|
|
2021
Q1 | $7.37M | Buy |
121,372
+1,957
| +2% | +$119K | 6.52% | 3 |
|
|
2020
Q4 | $6.97M | Buy |
119,415
+2,167
| +2% | +$126K | 6.34% | 3 |
|
|
2020
Q3 | $5.92M | Buy |
117,248
+7,663
| +7% | +$387K | 6.04% | 4 |
|
|
2020
Q2 | $5.22M | Buy |
109,585
+31,953
| +41% | +$1.52M | 5.57% | 4 |
|
|
2020
Q1 | $3.18M | Sell |
77,632
-17,784
| -19% | -$729K | 4.33% | 5 |
|
|
2019
Q4 | $5.13M | Sell |
95,416
-1,105
| -1% | -$59.4K | 4.94% | 6 |
|
|
2019
Q3 | $4.82M | Sell |
96,521
-935
| -1% | -$46.7K | 4.74% | 7 |
|
|
2019
Q2 | $4.97M | Sell |
97,456
-6,870
| -7% | -$350K | 4.89% | 7 |
|
|
2019
Q1 | $5.23M | Sell |
104,326
-650
| -0.6% | -$32.6K | 5.35% | 6 |
|
|
2018
Q4 | $4.79M | Buy |
+104,976
| New | +$4.79M | 5.5% | 5 |
|