EP Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $981K | Buy |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $34.2M | Buy |
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|
2022
Q4 | $977K | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $2.54M | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $3.52M | Sell |
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|
2020
Q1 | $6.3M | Sell |
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|
2019
Q4 | $15.2M | Sell |
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|
2019
Q3 | $19.2M | Buy |
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|
2019
Q2 | $298K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.84M | Buy |
|