EWM
Evermay 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 | $134K | Hold |
1,995
| – | – | 0.02% | 236 |
|
|
2025
Q1 | $121K | Buy |
1,995
+100
| +5% | +$6.07K | 0.02% | 238 |
|
|
2024
Q4 | $109K | Sell |
1,895
-526
| -22% | -$30.2K | 0.02% | 251 |
|
|
2024
Q3 | $153K | Sell |
2,421
-321
| -12% | -$20.2K | 0.02% | 225 |
|
|
2024
Q2 | $161K | Buy |
2,742
+321
| +13% | +$18.8K | 0.03% | 211 |
|
|
2024
Q1 | $142K | Hold |
2,421
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $136K | Hold |
2,421
| – | – | 0.03% | 215 |
|
|
2023
Q3 | $126K | Hold |
2,421
| – | – | 0.03% | 210 |
|
|
2023
Q2 | $132K | Hold |
2,421
| – | – | 0.03% | 215 |
|
|
2023
Q1 | $129K | Buy |
2,421
+1,097
| +83% | +$58.7K | 0.03% | 210 |
|
|
2022
Q4 | $66.4K | Hold |
1,324
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $59K | Sell |
1,324
-2,150
| -62% | -$95.8K | 0.01% | 266 |
|
|
2022
Q2 | $174K | Hold |
3,474
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $200K | Buy |
3,474
+2,600
| +297% | +$150K | 0.03% | 190 |
|
|
2021
Q4 | $54K | Hold |
874
| – | – | 0.01% | 268 |
|
|
2021
Q3 | $53K | Hold |
874
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $55K | Buy |
+874
| New | +$55K | 0.01% | 274 |
|