IWC
Integrated Wealth Concepts’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 | $3.51M | Sell |
52,246
-4,101
| -7% | -$276K | 0.04% | 439 |
|
|
2025
Q1 | $3.42M | Sell |
56,347
-70,874
| -56% | -$4.3M | 0.04% | 420 |
|
|
2024
Q4 | $7.3M | Buy |
127,221
+1,875
| +1% | +$108K | 0.08% | 225 |
|
|
2024
Q3 | $7.9M | Sell |
125,346
-16,169
| -11% | -$1.02M | 0.1% | 202 |
|
|
2024
Q2 | $8.3M | Buy |
141,515
+2,868
| +2% | +$168K | 0.11% | 181 |
|
|
2024
Q1 | $8.13M | Sell |
138,647
-27,240
| -16% | -$1.6M | 0.12% | 189 |
|
|
2023
Q4 | $9.31M | Sell |
165,887
-50,305
| -23% | -$2.82M | 0.15% | 153 |
|
|
2023
Q3 | $11.2M | Sell |
216,192
-30,220
| -12% | -$1.57M | 0.2% | 124 |
|
|
2023
Q2 | $13.4M | Buy |
246,412
+192,565
| +358% | +$10.5M | 0.23% | 107 |
|
|
2023
Q1 | $2.88M | Buy |
53,847
+45,246
| +526% | +$2.42M | 0.06% | 299 |
|
|
2022
Q4 | $431K | Buy |
8,601
+1,321
| +18% | +$66.2K | 0.01% | 702 |
|
|
2022
Q3 | $323K | Sell |
7,280
-866
| -11% | -$38.4K | 0.01% | 712 |
|
|
2022
Q2 | $407K | Buy |
8,146
+1,259
| +18% | +$62.9K | 0.01% | 665 |
|
|
2022
Q1 | $397K | Sell |
6,887
-956
| -12% | -$55.1K | 0.01% | 643 |
|
|
2021
Q4 | $481K | Sell |
7,843
-16,043
| -67% | -$984K | 0.01% | 625 |
|
|
2021
Q3 | $1.46M | Buy |
23,886
+2,008
| +9% | +$122K | 0.05% | 303 |
|
|
2021
Q2 | $1.39M | Sell |
21,878
-19,747
| -47% | -$1.25M | 0.05% | 284 |
|
|
2021
Q1 | $2.53M | Buy |
41,625
+37,837
| +999% | +$2.3M | 0.1% | 158 |
|
|
2020
Q4 | $221K | Buy |
+3,788
| New | +$221K | 0.01% | 581 |
|