WFPG
Waller Financial Planning Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
5,441
+629
| +13% | +$42.3K | 0.09% | 57 |
|
|
2025
Q1 | $292K | Sell |
4,812
-7
| -0.1% | -$425 | 0.08% | 60 |
|
|
2024
Q4 | $277K | Sell |
4,819
-117
| -2% | -$6.72K | 0.07% | 60 |
|
|
2024
Q3 | $311K | Hold |
4,936
| – | – | 0.08% | 55 |
|
|
2024
Q2 | $289K | Hold |
4,936
| – | – | 0.08% | 55 |
|
|
2024
Q1 | $289K | Hold |
4,936
| – | – | 0.08% | 54 |
|
|
2023
Q4 | $277K | Hold |
4,936
| – | – | 0.07% | 52 |
|
|
2023
Q3 | $256K | Hold |
4,936
| – | – | 0.07% | 49 |
|
|
2023
Q2 | $269K | Hold |
4,936
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $264K | Hold |
4,936
| – | – | 0.07% | 49 |
|
|
2022
Q4 | $247K | Sell |
4,936
-20
| -0.4% | -$1K | 0.07% | 47 |
|
|
2022
Q3 | $220K | Hold |
4,956
| – | – | 0.07% | 47 |
|
|
2022
Q2 | $248K | Sell |
4,956
-37
| -0.7% | -$1.85K | 0.07% | 45 |
|
|
2022
Q1 | $288K | Hold |
4,993
| – | – | 0.08% | 41 |
|
|
2021
Q4 | $306K | Hold |
4,993
| – | – | 0.08% | 41 |
|
|
2021
Q3 | $304K | Sell |
4,993
-563
| -10% | -$34.3K | 0.08% | 43 |
|
|
2021
Q2 | $352K | Sell |
5,556
-30
| -0.5% | -$1.9K | 0.09% | 39 |
|
|
2021
Q1 | $339K | Sell |
5,586
-50
| -0.9% | -$3.03K | 0.1% | 39 |
|
|
2020
Q4 | $329K | Sell |
5,636
-48
| -0.8% | -$2.8K | 0.1% | 40 |
|
|
2020
Q3 | $287K | Hold |
5,684
| – | – | 0.11% | 42 |
|
|
2020
Q2 | $271K | Hold |
5,684
| – | – | 0.11% | 44 |
|
|
2020
Q1 | $233K | Sell |
5,684
-4,750
| -46% | -$195K | 0.12% | 42 |
|
|
2019
Q4 | $561K | Hold |
10,434
| – | – | 0.28% | 36 |
|
|
2019
Q3 | $539K | Sell |
10,434
-80
| -0.8% | -$4.13K | 0.29% | 35 |
|
|
2019
Q2 | $537K | Buy |
10,514
+1
| +0% | +$51 | 0.3% | 34 |
|
|
2019
Q1 | $543K | Hold |
10,513
| – | – | 0.31% | 34 |
|
|
2018
Q4 | $479K | Buy |
+10,513
| New | +$479K | 0.33% | 34 |
|