Meridian 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 | $2.42M | Sell |
35,954
-1,508
| -4% | -$101K | 0.35% | 28 |
|
|
2025
Q1 | $2.27M | Sell |
37,462
-6,240
| -14% | -$379K | 0.36% | 27 |
|
|
2024
Q4 | $2.51M | Sell |
43,702
-1,111
| -2% | -$63.8K | 0.38% | 27 |
|
|
2024
Q3 | $2.82M | Sell |
44,813
-783
| -2% | -$49.3K | 0.44% | 26 |
|
|
2024
Q2 | $2.67M | Sell |
45,596
-3,913
| -8% | -$229K | 0.47% | 24 |
|
|
2024
Q1 | $2.9M | Buy |
49,509
+423
| +0.9% | +$24.8K | 0.52% | 23 |
|
|
2023
Q4 | $2.76M | Buy |
49,086
+3,113
| +7% | +$175K | 0.53% | 22 |
|
|
2023
Q3 | $2.38M | Buy |
45,973
+1,196
| +3% | +$62K | 0.5% | 21 |
|
|
2023
Q2 | $2.44M | Sell |
44,777
-191
| -0.4% | -$10.4K | 0.5% | 20 |
|
|
2023
Q1 | $2.4M | Buy |
44,968
+792
| +2% | +$42.3K | 0.52% | 20 |
|
|
2022
Q4 | $2.22M | Buy |
44,176
+1,669
| +4% | +$83.7K | 0.51% | 21 |
|
|
2022
Q3 | $1.89M | Buy |
42,507
+445
| +1% | +$19.7K | 0.47% | 22 |
|
|
2022
Q2 | $2.1M | Buy |
42,062
+860
| +2% | +$43K | 0.5% | 23 |
|
|
2022
Q1 | $2.37M | Buy |
41,202
+904
| +2% | +$52.1K | 0.5% | 23 |
|
|
2021
Q4 | $2.47M | Buy |
40,298
+1,266
| +3% | +$77.6K | 0.49% | 23 |
|
|
2021
Q3 | $2.38M | Sell |
39,032
-9
| -0% | -$549 | 0.51% | 22 |
|
|
2021
Q2 | $2.48M | Buy |
39,041
+2,045
| +6% | +$130K | 0.58% | 20 |
|
|
2021
Q1 | $2.25M | Buy |
36,996
+1,602
| +5% | +$97.2K | 0.67% | 19 |
|
|
2020
Q4 | $2.07M | Buy |
35,394
+2,704
| +8% | +$158K | 0.85% | 15 |
|
|
2020
Q3 | $1.65M | Sell |
32,690
-8,766
| -21% | -$442K | 0.83% | 15 |
|
|
2020
Q2 | $1.97M | Sell |
41,456
-6,795
| -14% | -$324K | 1.06% | 13 |
|
|
2020
Q1 | $1.98M | Buy |
48,251
+24,575
| +104% | +$1.01M | 1.18% | 14 |
|
|
2019
Q4 | $1.27M | Buy |
+23,676
| New | +$1.27M | 0.79% | 15 |
|