EWA
EP Wealth Advisors’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 | $1.54M | Buy |
22,887
+2,394
| +12% | +$161K | 0.01% | 467 |
|
|
2025
Q1 | $1.24M | Sell |
20,493
-2,066
| -9% | -$125K | 0.01% | 454 |
|
|
2024
Q4 | $1.3M | Sell |
22,559
-3,383
| -13% | -$194K | 0.01% | 438 |
|
|
2024
Q3 | $1.63M | Buy |
25,942
+5,085
| +24% | +$320K | 0.01% | 396 |
|
|
2024
Q2 | $1.22M | Sell |
20,857
-2,322
| -10% | -$136K | 0.01% | 354 |
|
|
2024
Q1 | $1.36M | Sell |
23,179
-380
| -2% | -$22.3K | 0.02% | 325 |
|
|
2023
Q4 | $1.32M | Buy |
23,559
+4,642
| +25% | +$261K | 0.02% | 322 |
|
|
2023
Q3 | $981K | Buy |
18,917
+16,446
| +666% | +$853K | 0.02% | 331 |
|
|
2023
Q2 | $826K | Sell |
2,471
-755,096
| -100% | -$253M | 0.01% | 365 |
|
|
2023
Q1 | $34.2M | Buy |
757,567
+738,086
| +3,789% | +$33.3M | 0.59% | 40 |
|
|
2022
Q4 | $977K | Sell |
19,481
-12,070
| -38% | -$605K | 0.02% | 286 |
|
|
2022
Q3 | $1.4M | Sell |
31,551
-3,992
| -11% | -$177K | 0.03% | 210 |
|
|
2022
Q2 | $1.78M | Sell |
35,543
-26,890
| -43% | -$1.34M | 0.04% | 207 |
|
|
2022
Q1 | $3.6M | Buy |
62,433
+20,946
| +50% | +$1.21M | 0.08% | 144 |
|
|
2021
Q4 | $2.54M | Sell |
41,487
-2,043
| -5% | -$125K | 0.06% | 165 |
|
|
2021
Q3 | $2.65M | Sell |
43,530
-3,705
| -8% | -$226K | 0.07% | 143 |
|
|
2021
Q2 | $2.99M | Buy |
47,235
+4,340
| +10% | +$275K | 0.08% | 146 |
|
|
2021
Q1 | $2.6M | Buy |
42,895
+12,433
| +41% | +$754K | 0.08% | 148 |
|
|
2020
Q4 | $1.78M | Sell |
30,462
-4,005
| -12% | -$234K | 0.06% | 136 |
|
|
2020
Q3 | $1.74M | Sell |
34,467
-39,495
| -53% | -$1.99M | 0.07% | 119 |
|
|
2020
Q2 | $3.52M | Sell |
73,962
-79,649
| -52% | -$3.79M | 0.15% | 87 |
|
|
2020
Q1 | $6.3M | Sell |
153,611
-129,119
| -46% | -$5.3M | 0.31% | 58 |
|
|
2019
Q4 | $15.2M | Sell |
282,730
-102,690
| -27% | -$5.52M | 0.63% | 34 |
|
|
2019
Q3 | $19.2M | Buy |
385,420
+379,570
| +6,488% | +$18.9M | 0.95% | 24 |
|
|
2019
Q2 | $298K | Buy |
+5,850
| New | +$298K | 0.02% | 239 |
|
|
2018
Q2 | – | Sell |
-144,117
| Closed | -$7.84M | – | 216 |
|
|
2018
Q1 | $7.84M | Buy |
+144,117
| New | +$7.84M | 0.76% | 38 |
|