Madison Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
7,591
-1,307
| -15% | -$87.9K | 0.11% | 83 |
|
|
2025
Q1 | $540K | Sell |
8,898
-92
| -1% | -$5.58K | 0.13% | 76 |
|
|
2024
Q4 | $516K | Hold |
8,990
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $566K | Hold |
8,990
| – | – | 0.17% | 72 |
|
|
2024
Q2 | $527K | Hold |
8,990
| – | – | 0.18% | 67 |
|
|
2024
Q1 | $527K | Hold |
8,990
| – | – | 0.19% | 64 |
|
|
2023
Q4 | $505K | Sell |
8,990
-1,512
| -14% | -$84.9K | 0.2% | 62 |
|
|
2023
Q3 | $545K | Sell |
10,502
-1,753
| -14% | -$90.9K | 0.28% | 44 |
|
|
2023
Q2 | $667K | Sell |
12,255
-247
| -2% | -$13.4K | 0.31% | 37 |
|
|
2023
Q1 | $668K | Buy |
12,502
+58
| +0.5% | +$3.1K | 0.34% | 33 |
|
|
2022
Q4 | $624K | Sell |
12,444
-549
| -4% | -$27.5K | 0.36% | 32 |
|
|
2022
Q3 | $576K | Buy |
12,993
+5,565
| +75% | +$247K | 0.38% | 32 |
|
|
2022
Q2 | $371K | Sell |
7,428
-382
| -5% | -$19.1K | 0.24% | 47 |
|
|
2022
Q1 | $450K | Buy |
7,810
+573
| +8% | +$33K | 0.25% | 41 |
|
|
2021
Q4 | $443K | Buy |
7,237
+136
| +2% | +$8.33K | 0.22% | 41 |
|
|
2021
Q3 | $433K | Sell |
7,101
-392
| -5% | -$23.9K | 0.24% | 39 |
|
|
2021
Q2 | $475K | Buy |
7,493
+779
| +12% | +$49.4K | 0.27% | 34 |
|
|
2021
Q1 | $392K | Hold |
6,714
| – | – | 0.28% | 29 |
|
|
2020
Q4 | $391K | Buy |
+6,714
| New | +$391K | 0.26% | 30 |
|