CWM
Congress 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 | $19.7M | Buy |
293,515
+225,592
| +332% | +$15.2M | 0.19% | 129 |
|
|
2025
Q1 | $4.12M | Sell |
67,923
-141
| -0.2% | -$8.56K | 0.05% | 356 |
|
|
2024
Q4 | $3.91M | Buy |
68,064
+5,249
| +8% | +$301K | 0.05% | 318 |
|
|
2024
Q3 | $3.96M | Buy |
+62,815
| New | +$3.96M | 0.05% | 329 |
|
|
2024
Q1 | – | Sell |
-5,350
| Closed | -$300K | – | 642 |
|
|
2023
Q4 | $300K | Buy |
+5,350
| New | +$300K | 0.01% | 531 |
|
|
2023
Q2 | – | Sell |
-13,679
| Closed | -$731K | – | 577 |
|
|
2023
Q1 | $731K | Sell |
13,679
-11,361
| -45% | -$607K | 0.02% | 380 |
|
|
2022
Q4 | $1.26M | Sell |
25,040
-53,696
| -68% | -$2.69M | 0.03% | 315 |
|
|
2022
Q3 | $3.49M | Sell |
78,736
-1,649
| -2% | -$73.2K | 0.09% | 213 |
|
|
2022
Q2 | $4.02M | Sell |
80,385
-65,475
| -45% | -$3.27M | 0.1% | 208 |
|
|
2022
Q1 | $8.4M | Sell |
145,860
-2,570
| -2% | -$148K | 0.18% | 163 |
|
|
2021
Q4 | $9.1M | Buy |
+148,430
| New | +$9.1M | 0.18% | 162 |
|