WealthPlan Investment Management’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 | $326K | Sell |
4,853
-54
| -1% | -$3.63K | 0.02% | 281 |
|
|
2025
Q1 | $298K | Sell |
4,907
-52
| -1% | -$3.15K | 0.03% | 222 |
|
|
2024
Q4 | $285K | Sell |
4,959
-2
| -0% | -$115 | 0.03% | 225 |
|
|
2024
Q3 | $313K | Buy |
+4,961
| New | +$313K | 0.03% | 202 |
|
|
2023
Q2 | – | Sell |
-1,470
| Closed | -$78.6K | – | 457 |
|
|
2023
Q1 | $78.6K | Sell |
1,470
-9,978
| -87% | -$533K | 0.01% | 213 |
|
|
2022
Q4 | $619K | Sell |
11,448
-222
| -2% | -$12K | 0.04% | 227 |
|
|
2022
Q3 | $597K | Buy |
+11,670
| New | +$597K | 0.04% | 220 |
|
|
2022
Q1 | $661K | Buy |
+12,284
| New | +$661K | 0.05% | 218 |
|