Waller Financial Planning Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $329K | Sell |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $561K | Hold |
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|
2019
Q3 | $539K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $543K | Hold |
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|
2018
Q4 | $479K | Buy |
|