Waverly 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 | $51.2M | Buy |
762,109
+19,717
| +3% | +$1.33M | 0.56% | 37 |
|
|
2025
Q1 | $45M | Buy |
742,392
+558,883
| +305% | +$33.9M | 0.55% | 37 |
|
|
2024
Q4 | $10.5M | Buy |
183,509
+36,627
| +25% | +$2.1M | 0.16% | 137 |
|
|
2024
Q3 | $9.25M | Buy |
146,882
+215
| +0.1% | +$13.5K | 0.17% | 132 |
|
|
2024
Q2 | $8.6M | Buy |
146,667
+1,614
| +1% | +$94.6K | 0.17% | 126 |
|
|
2024
Q1 | $8.51M | Buy |
145,053
+141,367
| +3,835% | +$8.29M | 0.2% | 99 |
|
|
2023
Q4 | $207K | Buy |
+3,686
| New | +$207K | 0.01% | 421 |
|