FMWA
Forvis Mazars 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 | $465M | Buy |
6,922,513
+165,770
| +2% | +$11.1M | 10.04% | 2 |
|
|
2025
Q1 | $410M | Buy |
6,756,743
+68,815
| +1% | +$4.17M | 9.83% | 2 |
|
|
2024
Q4 | $384M | Buy |
6,687,928
+213,176
| +3% | +$12.2M | 8.85% | 2 |
|
|
2024
Q3 | $408M | Buy |
6,474,752
+164,056
| +3% | +$10.3M | 9.37% | 2 |
|
|
2024
Q2 | $370M | Buy |
6,310,696
+156,147
| +3% | +$9.16M | 9.24% | 2 |
|
|
2024
Q1 | $361M | Buy |
6,154,549
+200,712
| +3% | +$11.8M | 9.17% | 2 |
|
|
2023
Q4 | $334M | Buy |
5,953,837
+110,695
| +2% | +$6.21M | 9.31% | 2 |
|
|
2023
Q3 | $303M | Buy |
5,843,142
+430,023
| +8% | +$22.3M | 9.14% | 2 |
|
|
2023
Q2 | $295M | Buy |
5,413,119
+206,581
| +4% | +$11.2M | 8.63% | 2 |
|
|
2023
Q1 | $278M | Buy |
5,206,538
+48,659
| +0.9% | +$2.6M | 9.11% | 2 |
|
|
2022
Q4 | $259M | Sell |
5,157,879
-115,913
| -2% | -$5.81M | 9.04% | 2 |
|
|
2022
Q3 | $234M | Buy |
5,273,792
+165,185
| +3% | +$7.33M | 9.44% | 2 |
|
|
2022
Q2 | $255M | Buy |
5,108,607
+208,628
| +4% | +$10.4M | 10.33% | 2 |
|
|
2022
Q1 | $282M | Buy |
4,899,979
+199,733
| +4% | +$11.5M | 11.95% | 2 |
|
|
2021
Q4 | $288M | Buy |
4,700,246
+240,945
| +5% | +$14.8M | 12.12% | 2 |
|
|
2021
Q3 | $272M | Buy |
4,459,301
+154,271
| +4% | +$9.4M | 12.49% | 2 |
|
|
2021
Q2 | $273M | Buy |
4,305,030
+52,351
| +1% | +$3.32M | 12.7% | 2 |
|
|
2021
Q1 | $258M | Buy |
4,252,679
+53,813
| +1% | +$3.27M | 12.82% | 2 |
|
|
2020
Q4 | $245M | Buy |
4,198,866
+141,037
| +3% | +$8.23M | 12.27% | 2 |
|
|
2020
Q3 | $205M | Buy |
4,057,829
+50,208
| +1% | +$2.53M | 11.92% | 2 |
|
|
2020
Q2 | $191M | Buy |
4,007,621
+86,344
| +2% | +$4.11M | 12.36% | 2 |
|
|
2020
Q1 | $161M | Buy |
3,921,277
+277,855
| +8% | +$11.4M | 13.19% | 2 |
|
|
2019
Q4 | $196M | Buy |
3,643,422
+197,710
| +6% | +$10.6M | 14.11% | 2 |
|
|
2019
Q3 | $172M | Buy |
3,445,712
+109,462
| +3% | +$5.46M | 13.75% | 2 |
|
|
2019
Q2 | $170M | Buy |
3,336,250
+30,870
| +0.9% | +$1.57M | 13.79% | 2 |
|
|
2019
Q1 | $166M | Buy |
3,305,380
+93,604
| +3% | +$4.69M | 13.75% | 2 |
|
|
2018
Q4 | $146M | Sell |
3,211,776
-116,182
| -3% | -$5.3M | 14.97% | 2 |
|
|
2018
Q3 | $173M | Buy |
3,327,958
+118,450
| +4% | +$6.17M | 15.18% | 2 |
|
|
2018
Q2 | $166M | Buy |
3,209,508
+93,311
| +3% | +$4.84M | 16.16% | 2 |
|
|
2018
Q1 | $169M | Sell |
3,116,197
-18,351
| -0.6% | -$998K | 16.98% | 2 |
|
|
2017
Q4 | $172M | Buy |
3,134,548
+199,217
| +7% | +$10.9M | 17.15% | 2 |
|
|
2017
Q3 | $155M | Buy |
2,935,331
+103,466
| +4% | +$5.45M | 17.02% | 2 |
|
|
2017
Q2 | $142M | Buy |
2,831,865
+143,460
| +5% | +$7.18M | 16.06% | 2 |
|
|
2017
Q1 | $129M | Buy |
2,688,405
+82,254
| +3% | +$3.93M | 15.7% | 2 |
|
|
2016
Q4 | $115M | Buy |
2,606,151
+99,299
| +4% | +$4.39M | 15.06% | 2 |
|
|
2016
Q3 | $114M | Buy |
2,506,852
+191,384
| +8% | +$8.69M | 15.86% | 2 |
|
|
2016
Q2 | $99.2M | Buy |
2,315,468
+284,833
| +14% | +$12.2M | 14.74% | 2 |
|
|
2016
Q1 | $87.6M | Sell |
2,030,635
-21,644
| -1% | -$934K | 13.98% | 2 |
|
|
2015
Q4 | $89.1M | Sell |
2,052,279
-364,472
| -15% | -$15.8M | 13.4% | 2 |
|
|
2015
Q3 | $103M | Sell |
2,416,751
-141,038
| -6% | -$6.01M | 18.14% | 1 |
|
|
2015
Q2 | $124M | Sell |
2,557,789
-5,415
| -0.2% | -$263K | 18.61% | 1 |
|
|
2015
Q1 | $125M | Buy |
2,563,204
+305,355
| +14% | +$14.9M | 18.09% | 1 |
|
|
2014
Q4 | $106M | Buy |
2,257,849
+180,494
| +9% | +$8.46M | 17.31% | 1 |
|
|
2014
Q3 | $102M | Buy |
2,077,355
+135,390
| +7% | +$6.67M | 17.66% | 1 |
|
|
2014
Q2 | $102M | Buy |
1,941,965
+160,871
| +9% | +$8.41M | 17.31% | 1 |
|
|
2014
Q1 | $89.6M | Buy |
1,781,094
+141,563
| +9% | +$7.12M | 15.84% | 1 |
|
|
2013
Q4 | $83.2M | Buy |
1,639,531
+183,519
| +13% | +$9.31M | 15.4% | 1 |
|
|
2013
Q3 | $70.8M | Buy |
+1,456,012
| New | +$70.8M | 14.51% | 1 |
|