WealthShield Partners’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 | $1.4M | Buy |
20,899
+6,239
| +43% | +$419K | 0.17% | 142 |
|
|
2025
Q1 | $889K | Sell |
14,660
-805
| -5% | -$48.8K | 0.11% | 176 |
|
|
2024
Q4 | $888K | Sell |
15,465
-1,291
| -8% | -$74.1K | 0.13% | 163 |
|
|
2024
Q3 | $1.06M | Sell |
16,756
-151
| -0.9% | -$9.51K | 0.14% | 150 |
|
|
2024
Q2 | $991K | Buy |
16,907
+3,890
| +30% | +$228K | 0.15% | 146 |
|
|
2024
Q1 | $763K | Sell |
13,017
-3,964
| -23% | -$232K | 0.12% | 166 |
|
|
2023
Q4 | $953K | Buy |
16,981
+1,413
| +9% | +$79.3K | 0.16% | 148 |
|
|
2023
Q3 | $808K | Buy |
15,568
+159
| +1% | +$8.25K | 0.12% | 168 |
|
|
2023
Q2 | $838K | Sell |
15,409
-1,238
| -7% | -$67.4K | 0.13% | 160 |
|
|
2023
Q1 | $890K | Buy |
16,647
+92
| +0.6% | +$4.92K | 0.14% | 156 |
|
|
2022
Q4 | $830K | Buy |
16,555
+2,826
| +21% | +$142K | 0.16% | 154 |
|
|
2022
Q3 | $609K | Sell |
13,729
-1,656
| -11% | -$73.5K | 0.12% | 178 |
|
|
2022
Q2 | $769K | Buy |
15,385
+965
| +7% | +$48.2K | 0.15% | 159 |
|
|
2022
Q1 | $830K | Sell |
14,420
-6,815
| -32% | -$392K | 0.13% | 173 |
|
|
2021
Q4 | $1.3M | Buy |
21,235
+13,255
| +166% | +$812K | 0.22% | 101 |
|
|
2021
Q3 | $487K | Sell |
7,980
-1,272
| -14% | -$77.6K | 0.13% | 148 |
|
|
2021
Q2 | $586K | Buy |
+9,252
| New | +$586K | 0.09% | 151 |
|
|
2021
Q1 | – | Sell |
-10,673
| Closed | -$623K | – | 1192 |
|
|
2020
Q4 | $623K | Buy |
10,673
+36
| +0.3% | +$2.1K | 0.12% | 145 |
|
|
2020
Q3 | $537K | Hold |
10,637
| – | – | 0.19% | 119 |
|
|
2020
Q2 | $506K | Sell |
10,637
-4,669
| -31% | -$222K | 0.23% | 102 |
|
|
2020
Q1 | $628K | Sell |
15,306
-1,000
| -6% | -$41K | 0.38% | 63 |
|
|
2019
Q4 | $876K | Hold |
16,306
| – | – | 0.43% | 52 |
|
|
2019
Q3 | $814K | Sell |
16,306
-503
| -3% | -$25.1K | 0.43% | 49 |
|
|
2019
Q2 | $857K | Sell |
16,809
-2,713
| -14% | -$138K | 0.5% | 44 |
|
|
2019
Q1 | $979K | Sell |
19,522
-2,460
| -11% | -$123K | 0.55% | 41 |
|
|
2018
Q4 | $1M | Sell |
21,982
-1,945
| -8% | -$88.7K | 0.68% | 32 |
|
|
2018
Q3 | $1.25M | Buy |
23,927
+49
| +0.2% | +$2.56K | 0.71% | 28 |
|
|
2018
Q2 | $1.24M | Sell |
23,878
-986
| -4% | -$51.1K | 0.76% | 26 |
|
|
2018
Q1 | $1.35M | Hold |
24,864
| – | – | 0.86% | 24 |
|
|
2017
Q4 | $1.38M | Buy |
+24,864
| New | +$1.38M | 0.84% | 27 |
|