Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $859K | Hold |
14,969
| – | – | 0.04% | 93 |
|
|
2024
Q3 | $943K | Sell |
14,969
-17
| -0.1% | -$1.07K | 0.04% | 103 |
|
|
2024
Q2 | $879K | Buy |
14,986
+149
| +1% | +$8.74K | 0.04% | 101 |
|
|
2024
Q1 | $870K | Buy |
14,837
+5
| +0% | +$293 | 0.04% | 103 |
|
|
2023
Q4 | $833K | Sell |
14,832
-7,591
| -34% | -$426K | 0.04% | 105 |
|
|
2023
Q3 | $1.16M | Buy |
22,423
+2,076
| +10% | +$108K | 0.06% | 74 |
|
|
2023
Q2 | $1.11M | Buy |
20,347
+1,566
| +8% | +$85.2K | 0.05% | 95 |
|
|
2023
Q1 | $1M | Sell |
18,781
-6,831
| -27% | -$365K | 0.05% | 89 |
|
|
2022
Q4 | $1.28M | Sell |
25,612
-1,588
| -6% | -$79.6K | 0.07% | 79 |
|
|
2022
Q3 | $1.21M | Sell |
27,200
-167
| -0.6% | -$7.41K | 0.08% | 52 |
|
|
2022
Q2 | $1.37M | Buy |
27,367
+3,440
| +14% | +$172K | 0.1% | 48 |
|
|
2022
Q1 | $1.38M | Sell |
23,927
-1,282
| -5% | -$73.8K | 0.11% | 62 |
|
|
2021
Q4 | $1.55M | Sell |
25,209
-26
| -0.1% | -$1.59K | 0.11% | 80 |
|
|
2021
Q3 | $1.54M | Sell |
25,235
-1,465
| -5% | -$89.3K | 0.13% | 85 |
|
|
2021
Q2 | $1.69M | Buy |
26,700
+2,058
| +8% | +$130K | 0.15% | 90 |
|
|
2021
Q1 | $1.5M | Sell |
24,642
-4,957
| -17% | -$301K | 0.17% | 77 |
|
|
2020
Q4 | $1.73M | Sell |
29,599
-3,068
| -9% | -$179K | 0.19% | 82 |
|
|
2020
Q3 | $1.65M | Sell |
32,667
-12
| -0% | -$605 | 0.25% | 62 |
|
|
2020
Q2 | $1.56M | Buy |
32,679
+93
| +0.3% | +$4.43K | 0.25% | 63 |
|
|
2020
Q1 | $1.34M | Buy |
32,586
+7,927
| +32% | +$325K | 0.29% | 46 |
|
|
2019
Q4 | $1.33M | Buy |
24,659
+1,328
| +6% | +$71.4K | 0.26% | 71 |
|
|
2019
Q3 | $1.16M | Sell |
23,331
-1,346
| -5% | -$67.2K | 0.24% | 79 |
|
|
2019
Q2 | $12.7K | Sell |
24,677
-346
| -1% | -$178 | 0.24% | 79 |
|
|
2019
Q1 | $1.26M | Sell |
25,023
-2,443
| -9% | -$123K | 0.24% | 82 |
|
|
2018
Q4 | $1.28M | Buy |
27,466
+7,131
| +35% | +$331K | 0.28% | 46 |
|
|
2018
Q3 | $1.06M | Buy |
20,335
+1,384
| +7% | +$72K | 0.23% | 80 |
|
|
2018
Q2 | $982K | Buy |
18,951
+339
| +2% | +$17.6K | 0.22% | 78 |
|
|
2018
Q1 | $1.01M | Buy |
+18,612
| New | +$1.01M | 0.27% | 83 |
|
|
2017
Q4 | – | Sell |
-4,958
| Closed | -$261K | – | 185 |
|
|
2017
Q3 | $261K | Buy |
+4,958
| New | +$261K | 0.06% | 137 |
|