AWM
Axxcess Wealth Management’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 | $7.83M | Buy |
116,539
+89,393
| +329% | +$6.01M | 0.18% | 102 |
|
|
2025
Q1 | $1.65M | Buy |
27,146
+18,089
| +200% | +$1.1M | 0.04% | 291 |
|
|
2024
Q4 | $520K | Buy |
9,057
+342
| +4% | +$19.6K | 0.01% | 534 |
|
|
2024
Q3 | $549K | Sell |
8,715
-105
| -1% | -$6.62K | 0.01% | 529 |
|
|
2024
Q2 | $517K | Buy |
8,820
+22
| +0.3% | +$1.29K | 0.01% | 515 |
|
|
2024
Q1 | $516K | Sell |
8,798
-44,062
| -83% | -$2.58M | 0.01% | 524 |
|
|
2023
Q4 | $2.97M | Buy |
52,860
+4,120
| +8% | +$231K | 0.09% | 184 |
|
|
2023
Q3 | $2.53M | Sell |
48,740
-1,740
| -3% | -$90.3K | 0.09% | 171 |
|
|
2023
Q2 | $2.75M | Buy |
50,480
+2,541
| +5% | +$138K | 0.2% | 101 |
|
|
2023
Q1 | $2.56M | Sell |
47,939
-2,251
| -4% | -$120K | 0.19% | 105 |
|
|
2022
Q4 | $2.52M | Buy |
50,190
+40,534
| +420% | +$2.03M | 0.21% | 104 |
|
|
2022
Q3 | $428K | Sell |
9,656
-4,110
| -30% | -$182K | 0.04% | 342 |
|
|
2022
Q2 | $688K | Buy |
13,766
+9,448
| +219% | +$472K | 0.06% | 244 |
|
|
2022
Q1 | $249K | Buy |
4,318
+426
| +11% | +$24.6K | 0.02% | 522 |
|
|
2021
Q4 | $239K | Buy |
+3,892
| New | +$239K | 0.02% | 536 |
|