AWE
Avidian Wealth Enterprises’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Buy |
124,720
+339
| +0.3% | +$22.8K | 0.34% | 45 |
|
|
2025
Q1 | $7.54M | Sell |
124,381
-3,347
| -3% | -$203K | 0.34% | 51 |
|
|
2024
Q4 | $7.33M | Sell |
127,728
-5,501
| -4% | -$316K | 0.33% | 52 |
|
|
2024
Q3 | $8.39M | Sell |
133,229
-12,903
| -9% | -$813K | 0.38% | 44 |
|
|
2024
Q2 | $8.57M | Sell |
146,132
-13,459
| -8% | -$789K | 0.36% | 41 |
|
|
2024
Q1 | $9.36M | Sell |
159,591
-20,512
| -11% | -$1.2M | 0.45% | 36 |
|
|
2023
Q4 | $10.1M | Sell |
180,103
-38,337
| -18% | -$2.15M | 0.62% | 34 |
|
|
2023
Q3 | $11.3M | Buy |
218,440
+3,128
| +1% | +$162K | 0.8% | 27 |
|
|
2023
Q2 | $11.7M | Buy |
215,312
+46,246
| +27% | +$2.52M | 0.77% | 31 |
|
|
2023
Q1 | $9.04M | Buy |
+169,066
| New | +$9.04M | 0.5% | 45 |
|
|
2022
Q2 | – | Sell |
-3,922
| Closed | -$226K | – | 498 |
|
|
2022
Q1 | $226K | Hold |
3,922
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $240K | Sell |
3,922
-207
| -5% | -$12.7K | 0.01% | 443 |
|
|
2021
Q3 | $252K | Buy |
4,129
+207
| +5% | +$12.6K | 0.02% | 322 |
|
|
2021
Q2 | $249K | Buy |
+3,922
| New | +$249K | 0.02% | 331 |
|