Aries Wealth Management’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 | $1.38M | Sell |
20,584
-1,355
| -6% | -$91.1K | 0.36% | 71 |
|
|
2025
Q1 | $1.33M | Sell |
21,939
-120
| -0.5% | -$7.28K | 0.36% | 69 |
|
|
2024
Q4 | $1.27M | Sell |
22,059
-200
| -0.9% | -$11.5K | 0.35% | 69 |
|
|
2024
Q3 | $1.4M | Sell |
22,259
-1,200
| -5% | -$75.6K | 0.39% | 64 |
|
|
2024
Q2 | $1.38M | Sell |
23,459
-276
| -1% | -$16.2K | 0.43% | 58 |
|
|
2024
Q1 | $1.39M | Buy |
23,735
+870
| +4% | +$51K | 0.45% | 59 |
|
|
2023
Q4 | $1.28M | Buy |
22,865
+1,150
| +5% | +$64.6K | 0.46% | 61 |
|
|
2023
Q3 | $1.13M | Sell |
21,715
-305
| -1% | -$15.8K | 0.44% | 63 |
|
|
2023
Q2 | $1.2M | Sell |
22,020
-405
| -2% | -$22K | 0.46% | 61 |
|
|
2023
Q1 | $1.2M | Buy |
22,425
+205
| +0.9% | +$11K | 0.49% | 62 |
|
|
2022
Q4 | $1.11M | Buy |
22,220
+175
| +0.8% | +$8.78K | 0.48% | 64 |
|
|
2022
Q3 | $1.01M | Sell |
22,045
-435
| -2% | -$19.9K | 0.45% | 64 |
|
|
2022
Q2 | $1.12M | Buy |
22,480
+17,968
| +398% | +$898K | 0.51% | 53 |
|
|
2022
Q1 | $260K | Sell |
4,512
-9,986
| -69% | -$575K | 0.11% | 69 |
|
|
2021
Q4 | $888K | Buy |
14,498
+1,226
| +9% | +$75.1K | 0.34% | 73 |
|
|
2021
Q3 | $809K | Buy |
13,272
+395
| +3% | +$24.1K | 0.34% | 75 |
|
|
2021
Q2 | $816K | Buy |
12,877
+734
| +6% | +$46.5K | 0.35% | 74 |
|
|
2021
Q1 | $754K | Buy |
12,143
+1,009
| +9% | +$62.7K | 0.34% | 72 |
|
|
2020
Q4 | $678K | Hold |
11,134
| – | – | 0.34% | 66 |
|
|
2020
Q3 | $562K | Hold |
11,134
| – | – | 0.32% | 76 |
|
|
2020
Q2 | $530K | Buy |
11,134
+1,750
| +19% | +$83.3K | 0.32% | 77 |
|
|
2020
Q1 | $377K | Hold |
9,384
| – | – | 0.29% | 79 |
|
|
2019
Q4 | $505K | Hold |
9,384
| – | – | 0.31% | 75 |
|
|
2019
Q3 | $472K | Hold |
9,384
| – | – | 0.31% | 76 |
|
|
2019
Q2 | $482K | Hold |
9,384
| – | – | 0.34% | 79 |
|
|
2019
Q1 | $471K | Hold |
9,384
| – | – | 0.35% | 74 |
|
|
2018
Q4 | $428K | Hold |
9,384
| – | – | 0.45% | 65 |
|
|
2018
Q3 | $488K | Hold |
9,384
| – | – | 0.44% | 64 |
|
|
2018
Q2 | $501K | Hold |
9,384
| – | – | 0.46% | 65 |
|
|
2018
Q1 | $515K | Hold |
9,384
| – | – | 0.5% | 61 |
|
|
2017
Q4 | $542K | Buy |
+9,384
| New | +$542K | 0.5% | 62 |
|