HWM
HB 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 | $63.4M | Sell |
943,219
-30,592
| -3% | -$2.06M | 0.5% | 30 |
|
|
2025
Q1 | $59.1M | Sell |
973,811
-14,911
| -2% | -$905K | 0.49% | 32 |
|
|
2024
Q4 | $56.8M | Sell |
988,722
-2,720
| -0.3% | -$156K | 0.58% | 22 |
|
|
2024
Q3 | $62.5M | Sell |
991,442
-15,346
| -2% | -$967K | 0.67% | 20 |
|
|
2024
Q2 | $59M | Sell |
1,006,788
-44,192
| -4% | -$2.59M | 0.69% | 20 |
|
|
2024
Q1 | $61.6M | Sell |
1,050,980
-44,605
| -4% | -$2.62M | 0.78% | 17 |
|
|
2023
Q4 | $61.5M | Buy |
1,095,585
+43,086
| +4% | +$2.42M | 0.88% | 15 |
|
|
2023
Q3 | $54.6M | Sell |
1,052,499
-34,711
| -3% | -$1.8M | 0.88% | 16 |
|
|
2023
Q2 | $59.2M | Buy |
1,087,210
+10,910
| +1% | +$594K | 0.94% | 16 |
|
|
2023
Q1 | $57.5M | Sell |
1,076,300
-37,983
| -3% | -$2.03M | 1% | 15 |
|
|
2022
Q4 | $55.9M | Buy |
1,114,283
+218,266
| +24% | +$10.9M | 1.02% | 14 |
|
|
2022
Q3 | $39.7M | Buy |
896,017
+153,780
| +21% | +$6.82M | 0.85% | 16 |
|
|
2022
Q2 | $37.1M | Buy |
742,237
+34,469
| +5% | +$1.72M | 0.76% | 17 |
|
|
2022
Q1 | $40.8M | Buy |
707,768
+3,935
| +0.6% | +$227K | 0.76% | 16 |
|
|
2021
Q4 | $43.1M | Buy |
+703,833
| New | +$43.1M | 0.87% | 14 |
|