EWM
Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $464K | Sell |
8,089
-375
| -4% | -$21.5K | 0.04% | 170 |
|
|
2024
Q3 | $533K | Buy |
+8,464
| New | +$533K | 0.04% | 165 |
|
|
2024
Q2 | – | Sell |
-9,600
| Closed | -$561K | – | 239 |
|
|
2024
Q1 | $561K | Sell |
9,600
-265,291
| -97% | -$15.5M | 0.05% | 142 |
|
|
2023
Q4 | $15.4M | Buy |
274,891
+14,635
| +6% | +$822K | 1.45% | 16 |
|
|
2023
Q3 | $13.5M | Buy |
260,256
+11,509
| +5% | +$597K | 1.4% | 18 |
|
|
2023
Q2 | $13.5M | Buy |
248,747
+8,261
| +3% | +$449K | 1.4% | 17 |
|
|
2023
Q1 | $12.9M | Buy |
240,486
+500
| +0.2% | +$26.7K | 1.43% | 18 |
|
|
2022
Q4 | $12M | Buy |
239,986
+229,664
| +2,225% | +$11.5M | 1.48% | 18 |
|
|
2022
Q3 | $10.3K | Sell |
10,322
-203,826
| -95% | -$204K | 1.44% | 15 |
|
|
2022
Q2 | $10.7M | Buy |
214,148
+574
| +0.3% | +$28.7K | 1.44% | 19 |
|
|
2022
Q1 | $12.3M | Buy |
213,574
+14,827
| +7% | +$854K | 1.33% | 18 |
|
|
2021
Q4 | $12.2M | Buy |
198,747
+4,716
| +2% | +$289K | 1.21% | 19 |
|
|
2021
Q3 | $11.8M | Buy |
194,031
+9,520
| +5% | +$580K | 1.31% | 19 |
|
|
2021
Q2 | $11.7M | Buy |
184,511
+9,355
| +5% | +$593K | 1.28% | 19 |
|
|
2021
Q1 | $10.6M | Buy |
175,156
+9,932
| +6% | +$603K | 1.25% | 19 |
|
|
2020
Q4 | $9.64M | Buy |
165,224
+2,924
| +2% | +$171K | 1.19% | 18 |
|
|
2020
Q3 | $8.19M | Sell |
162,300
-3,051
| -2% | -$154K | 1.13% | 20 |
|
|
2020
Q2 | $7.87M | Buy |
165,351
+141,387
| +590% | +$6.73M | 1.18% | 19 |
|
|
2020
Q1 | $983K | Sell |
23,964
-141,076
| -85% | -$5.79M | 0.17% | 74 |
|
|
2019
Q4 | $8.87M | Buy |
+165,040
| New | +$8.87M | 1.21% | 20 |
|
|
2019
Q3 | – | Sell |
-850
| Closed | -$43K | – | 761 |
|
|
2019
Q2 | $43K | Buy |
+850
| New | +$43K | 0.01% | 322 |
|