WA
WBH Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Buy |
113,912
+7,636
| +7% | +$513K | 0.65% | 40 |
|
|
2025
Q1 | $6.45M | Buy |
106,276
+3,446
| +3% | +$209K | 0.6% | 43 |
|
|
2024
Q4 | $5.9M | Sell |
102,830
-2,458
| -2% | -$141K | 0.55% | 45 |
|
|
2024
Q3 | $6.63M | Buy |
105,288
+7,524
| +8% | +$474K | 0.63% | 44 |
|
|
2024
Q2 | $5.73M | Sell |
97,764
-442
| -0.5% | -$25.9K | 0.58% | 44 |
|
|
2024
Q1 | $5.76M | Sell |
98,206
-523
| -0.5% | -$30.7K | 0.59% | 45 |
|
|
2023
Q4 | $5.54M | Buy |
98,729
+19,321
| +24% | +$1.08M | 0.62% | 45 |
|
|
2023
Q3 | $4.12M | Sell |
79,408
-1,503
| -2% | -$78K | 0.51% | 51 |
|
|
2023
Q2 | $4.4M | Buy |
80,911
+5,447
| +7% | +$296K | 0.52% | 51 |
|
|
2023
Q1 | $4.04M | Buy |
+75,464
| New | +$4.04M | 0.5% | 51 |
|
|
2022
Q3 | $10.7M | Buy |
241,112
+166,939
| +225% | +$7.41M | 1.54% | 16 |
|
|
2022
Q2 | $3.63M | Sell |
74,173
-67,793
| -48% | -$3.32M | 0.48% | 49 |
|
|
2022
Q1 | $7.71M | Buy |
141,966
+36,486
| +35% | +$1.98M | 0.95% | 34 |
|
|
2021
Q4 | $6.46M | Buy |
105,480
+25,771
| +32% | +$1.58M | 0.74% | 36 |
|
|
2021
Q3 | $4.86M | Buy |
79,709
+438
| +0.6% | +$26.7K | 0.65% | 38 |
|
|
2021
Q2 | $4.95M | Sell |
79,271
-671
| -0.8% | -$41.9K | 0.73% | 37 |
|
|
2021
Q1 | $4.85M | Buy |
79,942
+14
| +0% | +$850 | 0.79% | 32 |
|
|
2020
Q4 | $4.9M | Sell |
79,928
-1,915
| -2% | -$117K | 0.84% | 31 |
|
|
2020
Q3 | $4.13M | Sell |
81,843
-749
| -0.9% | -$37.8K | 0.83% | 32 |
|
|
2020
Q2 | $3.93M | Buy |
82,592
+2,808
| +4% | +$134K | 0.95% | 27 |
|
|
2020
Q1 | $3.27K | Sell |
79,784
-106,133
| -57% | -$4.35K | 0.77% | 30 |
|
|
2019
Q4 | $9.99M | Sell |
185,917
-2,494
| -1% | -$134K | 2.04% | 10 |
|
|
2019
Q3 | $9.4M | Sell |
188,411
-7,703
| -4% | -$384K | 2.11% | 9 |
|
|
2019
Q2 | $10M | Sell |
196,114
-5,395
| -3% | -$275K | 2.32% | 9 |
|
|
2019
Q1 | $10.1M | Sell |
201,509
-2,118
| -1% | -$106K | 2.4% | 9 |
|
|
2018
Q4 | $9.28K | Buy |
203,627
+16,190
| +9% | +$738 | 2.25% | 8 |
|
|
2018
Q3 | $9.76M | Buy |
187,437
+13,644
| +8% | +$710K | 2.37% | 8 |
|
|
2018
Q2 | $9.01M | Sell |
173,793
-218
| -0.1% | -$11.3K | 2.34% | 8 |
|
|
2018
Q1 | $9.46M | Buy |
174,011
+201
| +0.1% | +$10.9K | 2.57% | 8 |
|
|
2017
Q4 | $9.51M | Sell |
173,810
-1,208
| -0.7% | -$66.1K | 2.54% | 8 |
|
|
2017
Q3 | $9.23M | Sell |
175,018
-1,583,636
| -90% | -$83.5M | 2.57% | 6 |
|
|
2017
Q2 | $8.79M | Buy |
1,758,654
+1,579,907
| +884% | +$7.89M | 2.46% | 7 |
|
|
2017
Q1 | $8.55M | Buy |
178,747
+1,332
| +0.8% | +$63.7K | 2.56% | 6 |
|
|
2016
Q4 | $7.84M | Buy |
177,415
+47,183
| +36% | +$2.08M | 2.61% | 6 |
|
|
2016
Q3 | $5.92M | Sell |
130,232
-938
| -0.7% | -$42.6K | 2.02% | 7 |
|
|
2016
Q2 | $5.62M | Sell |
131,170
-3,940
| -3% | -$169K | 2.19% | 7 |
|
|
2016
Q1 | $5.83M | Sell |
135,110
-10,929
| -7% | -$472K | 1.95% | 8 |
|
|
2015
Q4 | $6.34K | Sell |
146,039
-11,446
| -7% | -$497 | 2.22% | 8 |
|
|
2015
Q3 | $6.71M | Buy |
157,485
+20,130
| +15% | +$858K | 2.79% | 6 |
|
|
2015
Q2 | $6.67M | Sell |
137,355
-1,201
| -0.9% | -$58.3K | 2.62% | 7 |
|
|
2015
Q1 | $6.75K | Sell |
138,556
-27,485
| -17% | -$1.34K | 1.89% | 7 |
|
|
2014
Q4 | $7.78M | Buy |
166,041
+4,579
| +3% | +$215K | 2.93% | 6 |
|
|
2014
Q3 | $7.95M | Buy |
161,462
+3,860
| +2% | +$190K | 2.79% | 7 |
|
|
2014
Q2 | $8.24M | Sell |
157,602
-1,476
| -0.9% | -$77.2K | 3.12% | 5 |
|
|
2014
Q1 | $8M | Sell |
159,078
-523
| -0.3% | -$26.3K | 3.18% | 5 |
|
|
2013
Q4 | $8.1M | Sell |
159,601
-10,859
| -6% | -$551K | 3.26% | 4 |
|
|
2013
Q3 | $8.28M | Sell |
170,460
-85
| -0% | -$4.13K | 3.71% | 4 |
|
|
2013
Q2 | $7.54M | Buy |
+170,545
| New | +$7.54M | 3.49% | 4 |
|