Wimmer Associates 1’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
$462K Hold
6,867
0.24% 77
2025
Q1
$441K Sell
6,867
-50
-0.7% -$3.21K 0.23% 79
2024
Q4
$397K Sell
6,917
-304
-4% -$17.5K 0.2% 84
2024
Q3
$455K Sell
7,221
-98
-1% -$6.17K 0.22% 81
2024
Q2
$429K Buy
7,319
+386
+6% +$22.6K 0.22% 83
2024
Q1
$407K Buy
6,933
+1,200
+21% +$70.4K 0.21% 84
2023
Q4
$322K Sell
5,733
-330
-5% -$18.5K 0.18% 88
2023
Q3
$314K Hold
6,063
0.2% 88
2023
Q2
$330K Sell
6,063
-675
-10% -$36.7K 0.2% 88
2023
Q1
$368K Buy
6,738
+660
+11% +$36K 0.24% 84
2022
Q4
$305K Hold
6,078
0.2% 92
2022
Q3
$279K Hold
6,078
0.18% 93
2022
Q2
$304K Hold
6,078
0.2% 91
2022
Q1
$350K Sell
6,078
-500
-8% -$28.8K 0.19% 92
2021
Q4
$403K Buy
6,578
+315
+5% +$19.3K 0.22% 86
2021
Q3
$382K Hold
6,263
0.23% 87
2021
Q2
$397K Buy
6,263
+270
+5% +$17.1K 0.23% 80
2021
Q1
$364K Hold
5,993
0.2% 84
2020
Q4
$350K Hold
5,993
0.21% 82
2020
Q3
$302K Sell
5,993
-750
-11% -$37.8K 0.2% 87
2020
Q2
$342K Hold
6,743
0.27% 78
2020
Q1
$277K Buy
6,743
+383
+6% +$15.7K 0.26% 78
2019
Q4
$342K Buy
6,360
+1,135
+22% +$61K 0.27% 78
2019
Q3
$261K Hold
5,225
0.23% 92
2019
Q2
$266K Hold
5,225
0.23% 91
2019
Q1
$262K Hold
5,225
0.23% 92
2018
Q4
$238K Hold
5,225
0.24% 94
2018
Q3
$272K Hold
5,225
0.23% 95
2018
Q2
$271K Hold
5,225
0.24% 93
2018
Q1
$284K Hold
5,225
0.25% 96
2017
Q4
$286K Buy
5,225
+50
+1% +$2.74K 0.26% 97
2017
Q3
$273K Hold
5,175
0.25% 98
2017
Q2
$259K Hold
5,175
0.24% 100
2017
Q1
$248K Sell
5,175
-675
-12% -$32.3K 0.23% 102
2016
Q4
$258K Hold
5,850
0.24% 98
2016
Q3
$266K Hold
5,850
0.24% 96
2016
Q2
$251K Buy
+5,850
New +$251K 0.22% 97