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 |
|