Wade Financial Advisory’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
Q1 | $5.99M | Sell |
98,700
-6,064
| -6% | -$368K | 2.05% | 12 |
|
|
2024
Q4 | $6.01M | Sell |
104,764
-379
| -0.4% | -$21.8K | 2.04% | 12 |
|
|
2024
Q3 | $6.62M | Sell |
105,143
-259
| -0.2% | -$16.3K | 2.23% | 12 |
|
|
2024
Q2 | $6.18M | Buy |
105,402
+31
| +0% | +$1.82K | 2.22% | 12 |
|
|
2024
Q1 | $6.18M | Sell |
105,371
-286
| -0.3% | -$16.8K | 2.25% | 12 |
|
|
2023
Q4 | $5.93M | Sell |
105,657
-1,366
| -1% | -$76.7K | 2.24% | 13 |
|
|
2023
Q3 | $5.55M | Sell |
107,023
-2,289
| -2% | -$119K | 2.38% | 13 |
|
|
2023
Q2 | $5.95M | Sell |
109,312
-1,188
| -1% | -$64.6K | 2.36% | 13 |
|
|
2023
Q1 | $5.91M | Buy |
110,500
+8
| +0% | +$428 | 2.48% | 12 |
|
|
2022
Q4 | $5.54M | Sell |
110,492
-57
| -0.1% | -$2.86K | 2.51% | 11 |
|
|
2022
Q3 | $4.9M | Sell |
110,549
-2,755
| -2% | -$122K | 2.46% | 13 |
|
|
2022
Q2 | $5.66M | Buy |
113,304
+2,451
| +2% | +$122K | 2.68% | 11 |
|
|
2022
Q1 | $6.38M | Buy |
110,853
+55,689
| +101% | +$3.21M | 2.74% | 8 |
|
|
2021
Q4 | $3.38M | Buy |
55,164
+50
| +0.1% | +$3.06K | 1.76% | 17 |
|
|
2021
Q3 | $3.36M | Buy |
55,114
+21
| +0% | +$1.28K | 1.9% | 15 |
|
|
2021
Q2 | $3.49M | Buy |
55,093
+703
| +1% | +$44.6K | 1.91% | 15 |
|
|
2021
Q1 | $3.3M | Sell |
54,390
-115
| -0.2% | -$6.98K | 2.09% | 14 |
|
|
2020
Q4 | $3.18M | Sell |
54,505
-397
| -0.7% | -$23.2K | 2.13% | 13 |
|
|
2020
Q3 | $2.77M | Buy |
54,902
+25
| +0% | +$1.26K | 2.18% | 14 |
|
|
2020
Q2 | $2.61M | Sell |
54,877
-1,280
| -2% | -$60.9K | 2.26% | 13 |
|
|
2020
Q1 | $2.3M | Sell |
56,157
-48,712
| -46% | -$2M | 2.3% | 15 |
|
|
2019
Q4 | $5.64M | Buy |
+104,869
| New | +$5.64M | 4.98% | 7 |
|