Walkner Condon 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 | $392K | Buy |
5,836
+1,021
| +21% | +$68.6K | 0.07% | 191 |
|
|
2025
Q1 | $292K | Buy |
4,815
+150
| +3% | +$9.1K | 0.06% | 205 |
|
|
2024
Q4 | $268K | Sell |
4,665
-3
| -0.1% | -$172 | 0.05% | 234 |
|
|
2024
Q3 | $294K | Sell |
4,668
-615
| -12% | -$38.7K | 0.06% | 216 |
|
|
2024
Q2 | $310K | Buy |
5,283
+1,177
| +29% | +$69K | 0.07% | 196 |
|
|
2024
Q1 | $241K | Sell |
4,106
-18
| -0.4% | -$1.06K | 0.05% | 240 |
|
|
2023
Q4 | $232K | Buy |
+4,124
| New | +$232K | 0.05% | 235 |
|
|
2022
Q2 | – | Sell |
-3,606
| Closed | -$208K | – | 230 |
|
|
2022
Q1 | $208K | Buy |
+3,606
| New | +$208K | 0.06% | 209 |
|
|
2021
Q4 | – | Sell |
-3,765
| Closed | -$228K | – | 169 |
|
|
2021
Q3 | $228K | Hold |
3,765
| – | – | 0.11% | 128 |
|
|
2021
Q2 | $239K | Sell |
3,765
-26
| -0.7% | -$1.65K | 0.09% | 150 |
|
|
2021
Q1 | $230K | Buy |
+3,791
| New | +$230K | 0.09% | 154 |
|