Medallion Wealth Advisors, LLC’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
2026
Q1
$189K Sell
2025
Q4
$187K Sell
2025
Q3
$181K Hold
2025
Q2
$171K Sell
2025
Q1
$157K Buy
2024
Q4
$145K Buy