CWM
Cadence 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 | $4.62M | Buy |
68,763
+483
| +0.7% | +$32.5K | 3.06% | 8 |
|
|
2025
Q1 | $4.14M | Sell |
68,280
-1,525
| -2% | -$92.5K | 3.06% | 8 |
|
|
2024
Q4 | $4.01M | Sell |
69,805
-1,467
| -2% | -$84.2K | 2.65% | 9 |
|
|
2024
Q3 | $4.49M | Sell |
71,272
-5,280
| -7% | -$333K | 3.65% | 6 |
|
|
2024
Q2 | $4.49M | Sell |
76,552
-3,680
| -5% | -$216K | 3.14% | 8 |
|
|
2024
Q1 | $4.71M | Sell |
80,232
-189
| -0.2% | -$11.1K | 4.84% | 7 |
|
|
2023
Q4 | $4.51M | Sell |
80,421
-6,301
| -7% | -$354K | 3.54% | 9 |
|
|
2023
Q3 | $4.5M | Sell |
86,722
-288
| -0.3% | -$14.9K | 3.74% | 9 |
|
|
2023
Q2 | $4.73M | Buy |
87,010
+75
| +0.1% | +$4.08K | 4.58% | 7 |
|
|
2023
Q1 | $4.65M | Buy |
86,935
+1,486
| +2% | +$79.5K | 4.73% | 7 |
|
|
2022
Q4 | $4.28M | Sell |
85,449
-4,019
| -4% | -$202K | 3.67% | 9 |
|
|
2022
Q3 | $3.97M | Buy |
89,468
+2,572
| +3% | +$114K | 3.73% | 8 |
|
|
2022
Q2 | $4.34M | Sell |
86,896
-15,448
| -15% | -$772K | 4.5% | 6 |
|
|
2022
Q1 | $5.89M | Sell |
102,344
-1,947
| -2% | -$112K | 4.52% | 7 |
|
|
2021
Q4 | $6.39M | Buy |
104,291
+2,834
| +3% | +$174K | 7.01% | 5 |
|
|
2021
Q3 | $6.19M | Sell |
101,457
-3,662
| -3% | -$223K | 6.99% | 5 |
|
|
2021
Q2 | $6.66M | Buy |
105,119
+1,073
| +1% | +$68K | 5.63% | 9 |
|
|
2021
Q1 | $6.31M | Buy |
+104,046
| New | +$6.31M | 5.71% | 7 |
|