YHB Investment Advisors’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 | $545K | Sell |
8,108
-2
| -0% | -$134 | 0.04% | 204 |
|
|
2025
Q1 | $492K | Buy |
8,110
+68
| +0.8% | +$4.13K | 0.04% | 201 |
|
|
2024
Q4 | $462K | Buy |
8,042
+6
| +0.1% | +$344 | 0.04% | 203 |
|
|
2024
Q3 | $506K | Buy |
8,036
+1
| +0% | +$63 | 0.04% | 197 |
|
|
2024
Q2 | $471K | Buy |
8,035
+3
| +0% | +$176 | 0.04% | 199 |
|
|
2024
Q1 | $471K | Buy |
8,032
+1
| +0% | +$59 | 0.04% | 196 |
|
|
2023
Q4 | $451K | Buy |
8,031
+5
| +0.1% | +$281 | 0.04% | 196 |
|
|
2023
Q3 | $416K | Sell |
8,026
-898
| -10% | -$46.6K | 0.04% | 199 |
|
|
2023
Q2 | $486K | Buy |
8,924
+4
| +0% | +$218 | 0.05% | 191 |
|
|
2023
Q1 | $477K | Hold |
8,920
| – | – | 0.05% | 192 |
|
|
2022
Q4 | $447K | Sell |
8,920
-2,266
| -20% | -$114K | 0.05% | 190 |
|
|
2022
Q3 | $496K | Buy |
11,186
+2
| +0% | +$89 | 0.06% | 189 |
|
|
2022
Q2 | $559K | Sell |
11,184
-2,036
| -15% | -$102K | 0.06% | 179 |
|
|
2022
Q1 | $761K | Sell |
13,220
-4,710
| -26% | -$271K | 0.07% | 174 |
|
|
2021
Q4 | $1.1M | Buy |
17,930
+3,315
| +23% | +$203K | 0.09% | 164 |
|
|
2021
Q3 | $891K | Buy |
14,615
+2
| +0% | +$122 | 0.08% | 169 |
|
|
2021
Q2 | $926K | Buy |
14,613
+102
| +0.7% | +$6.46K | 0.08% | 170 |
|
|
2021
Q1 | $913K | Buy |
14,511
+1
| +0% | +$63 | 0.08% | 171 |
|
|
2020
Q4 | $847K | Buy |
14,510
+303
| +2% | +$17.7K | 0.08% | 170 |
|
|
2020
Q3 | $717K | Buy |
+14,207
| New | +$717K | 0.08% | 173 |
|