LWM
Liberty 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 | $7.58M | Buy |
+112,794
| New | +$7.58M | 1.19% | 23 |
|
|
2025
Q1 | – | Sell |
-105,797
| Closed | -$6.07M | – | 205 |
|
|
2024
Q4 | $6.07M | Buy |
105,797
+3,584
| +4% | +$206K | 1.01% | 26 |
|
|
2024
Q3 | $6.44M | Buy |
102,213
+903
| +0.9% | +$56.9K | 1.09% | 26 |
|
|
2024
Q2 | $5.93M | Buy |
101,310
+1,376
| +1% | +$80.5K | 1.09% | 26 |
|
|
2024
Q1 | $5.86M | Buy |
99,934
+99,082
| +11,629% | +$5.81M | 1.14% | 24 |
|
|
2023
Q4 | $5.47M | Sell |
852
-101,417
| -99% | -$651M | 1.17% | 25 |
|
|
2023
Q3 | $5.31M | Buy |
102,269
+1,086
| +1% | +$56.3K | 1.32% | 22 |
|
|
2023
Q2 | $5.5M | Buy |
101,183
+1,566
| +2% | +$85.2K | 1.36% | 24 |
|
|
2023
Q1 | $5.33M | Buy |
+99,617
| New | +$5.33M | 1.1% | 27 |
|
|
2022
Q3 | $4.8M | Sell |
108,313
-3,873
| -3% | -$172K | 1.28% | 16 |
|
|
2022
Q2 | $5.68M | Buy |
112,186
+3,938
| +4% | +$200K | 2.31% | 9 |
|
|
2022
Q1 | $6.22M | Buy |
108,248
+14,651
| +16% | +$842K | 2.25% | 9 |
|
|
2021
Q4 | $6.1K | Sell |
93,597
-648
| -0.7% | -$42 | 0.26% | 31 |
|
|
2021
Q3 | $5.76M | Buy |
94,245
+10,088
| +12% | +$616K | 2.05% | 10 |
|
|
2021
Q2 | $5.33M | Buy |
84,157
+10,666
| +15% | +$675K | 2.07% | 11 |
|
|
2021
Q1 | $4.38M | Hold |
73,491
| – | – | 2.14% | 11 |
|
|
2020
Q4 | $4.38M | Buy |
73,491
+7,037
| +11% | +$419K | 2.14% | 11 |
|
|
2020
Q3 | $3.35M | Buy |
66,454
+5,304
| +9% | +$268K | 1.98% | 10 |
|
|
2020
Q2 | $2.91M | Buy |
61,150
+23,693
| +63% | +$1.13M | 2.05% | 12 |
|
|
2020
Q1 | $1.54M | Buy |
37,457
+9,427
| +34% | +$387K | 1.34% | 16 |
|
|
2019
Q4 | $1.51M | Buy |
28,030
+10,607
| +61% | +$570K | 1.19% | 16 |
|
|
2019
Q3 | $869K | Buy |
17,423
+4,771
| +38% | +$238K | 0.82% | 24 |
|
|
2019
Q2 | $645K | Buy |
12,652
+701
| +6% | +$35.7K | 0.57% | 39 |
|
|
2019
Q1 | $599K | Buy |
11,951
+5
| +0% | +$251 | 0.45% | 32 |
|
|
2018
Q4 | $544K | Buy |
+11,946
| New | +$544K | 0.41% | 33 |
|