Marcum Wealth’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
Q1 | $1.75M | Sell |
28,795
-100
| -0.3% | -$6.07K | 0.15% | 74 |
|
|
2024
Q4 | $1.66M | Buy |
28,895
+18,932
| +190% | +$1.09M | 0.14% | 74 |
|
|
2024
Q3 | $628K | Buy |
9,963
+161
| +2% | +$10.1K | 0.06% | 161 |
|
|
2024
Q2 | $575K | Sell |
9,802
-1,465
| -13% | -$85.9K | 0.06% | 168 |
|
|
2024
Q1 | $661K | Buy |
11,267
+97
| +0.9% | +$5.69K | 0.07% | 149 |
|
|
2023
Q4 | $627K | Buy |
11,170
+65
| +0.6% | +$3.65K | 0.07% | 148 |
|
|
2023
Q3 | $576K | Sell |
11,105
-346
| -3% | -$17.9K | 0.07% | 149 |
|
|
2023
Q2 | $623K | Sell |
11,451
-2,248
| -16% | -$122K | 0.07% | 139 |
|
|
2023
Q1 | $733K | Sell |
13,699
-2,313
| -14% | -$124K | 0.09% | 130 |
|
|
2022
Q4 | $803K | Buy |
16,012
+342
| +2% | +$17.1K | 0.11% | 114 |
|
|
2022
Q3 | $695K | Buy |
15,670
+593
| +4% | +$26.3K | 0.11% | 123 |
|
|
2022
Q2 | $753K | Sell |
15,077
-206
| -1% | -$10.3K | 0.11% | 114 |
|
|
2022
Q1 | $880K | Buy |
15,283
+291
| +2% | +$16.8K | 0.12% | 110 |
|
|
2021
Q4 | $919K | Buy |
14,992
+267
| +2% | +$16.4K | 0.13% | 106 |
|
|
2021
Q3 | $898K | Buy |
14,725
+604
| +4% | +$36.8K | 0.14% | 101 |
|
|
2021
Q2 | $895K | Buy |
14,121
+460
| +3% | +$29.2K | 0.15% | 106 |
|
|
2021
Q1 | $829K | Buy |
+13,661
| New | +$829K | 0.14% | 110 |
|
|
2020
Q4 | – | Sell |
-26,484
| Closed | -$1.34M | – | 156 |
|
|
2020
Q3 | $1.34M | Sell |
26,484
-50,399
| -66% | -$2.54M | 0.41% | 31 |
|
|
2020
Q2 | $3.66M | Buy |
+76,883
| New | +$3.66M | 1.13% | 17 |
|