Meridian Wealth Management’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
$2.86M Buy
42,551
+544
+1% +$36.6K 0.12% 168
2025
Q1
$2.55M Sell
42,007
-534
-1% -$32.4K 0.12% 163
2024
Q4
$2.44M Sell
42,541
-11,645
-21% -$669K 0.12% 170
2024
Q3
$3.41M Buy
+54,186
New +$3.41M 0.17% 131
2024
Q1
Sell
-52,197
Closed -$2.93M 542
2023
Q4
$2.93M Sell
52,197
-1,855
-3% -$104K 0.19% 128
2023
Q3
$2.8M Sell
54,052
-9,527
-15% -$494K 0.17% 117
2023
Q2
$3.46M Sell
63,579
-3,633
-5% -$198K 0.29% 71
2023
Q1
$3.59M Sell
67,212
-3,417
-5% -$183K 0.31% 71
2022
Q4
$3.54M Sell
70,629
-7,763
-10% -$389K 0.35% 64
2022
Q3
$3.48M Sell
78,392
-33,144
-30% -$1.47M 0.37% 54
2022
Q2
$5.57M Buy
111,536
+66,328
+147% +$3.31M 0.46% 46
2022
Q1
$2.6M Sell
45,208
-10,265
-19% -$591K 0.28% 80
2021
Q4
$3.4M Sell
55,473
-396
-0.7% -$24.3K 0.36% 59
2021
Q3
$3.41M Sell
55,869
-1,086
-2% -$66.2K 0.42% 44
2021
Q2
$3.61M Buy
56,955
+973
+2% +$61.7K 0.46% 42
2021
Q1
$3.4M Buy
55,982
+184
+0.3% +$11.2K 0.49% 43
2020
Q4
$3.26M Buy
55,798
+43,173
+342% +$2.52M 0.52% 40
2020
Q3
$637K Buy
12,625
+4,884
+63% +$246K 0.16% 126
2020
Q2
$368K Buy
7,741
+1,043
+16% +$49.6K 0.12% 142
2020
Q1
$274K Sell
6,698
-690
-9% -$28.2K 0.12% 164
2019
Q4
$397K Buy
7,388
+224
+3% +$12K 0.19% 115
2019
Q3
$358K Sell
7,164
-2,486
-26% -$124K 0.17% 126
2019
Q2
$4.92K Buy
9,650
+2,578
+36% +$1.31K 0.2% 86
2019
Q1
$355K Buy
7,072
+1,007
+17% +$50.5K 0.16% 117
2018
Q4
$276K Buy
+6,065
New +$276K 0.16% 123
2018
Q3
Sell
-5,180
Closed -$269K 203
2018
Q2
$269K Buy
5,180
+17
+0.3% +$883 0.13% 147
2018
Q1
$281K Buy
5,163
+398
+8% +$21.7K 0.14% 143
2017
Q4
$259K Sell
4,765
-192
-4% -$10.4K 0.16% 137
2017
Q3
$261K Buy
+4,957
New +$261K 0.17% 134