Whalerock Point Partners’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
Q2 | $429K | Hold |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $307K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $364K | Buy |
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|
2017
Q4 | $322K | Hold |
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|
2017
Q3 | $310K | Hold |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q1 | $329K | Buy |
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|
2015
Q4 | $296K | Sell |
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|
2015
Q3 | $303K | Buy |
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|
2015
Q2 | $325K | Sell |
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|
2015
Q1 | $338K | Buy |
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|
2014
Q4 | $324K | Buy |
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|
2014
Q3 | $306K | Buy |
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|
2014
Q2 | $202K | Sell |
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|
2014
Q1 | $245K | Hold |
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|
2013
Q4 | $247K | Buy |
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