Wealthcare Advisory 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 | $23.2M | Buy |
345,128
+44,823
| +15% | +$3.01M | 0.53% | 35 |
|
|
2025
Q1 | $18.2M | Sell |
300,305
-62,971
| -17% | -$3.82M | 0.49% | 42 |
|
|
2024
Q4 | $20.9M | Buy |
363,276
+2,180
| +0.6% | +$125K | 0.58% | 34 |
|
|
2024
Q3 | $22.7M | Sell |
361,096
-66,204
| -15% | -$4.17M | 0.65% | 32 |
|
|
2024
Q2 | $25.1M | Sell |
427,300
-159
| -0% | -$9.32K | 0.78% | 27 |
|
|
2024
Q1 | $25.1M | Buy |
427,459
+29,764
| +7% | +$1.75M | 0.82% | 25 |
|
|
2023
Q4 | $22.3M | Sell |
397,695
-102,200
| -20% | -$5.74M | 0.89% | 24 |
|
|
2023
Q3 | $25.9M | Buy |
499,895
+1,586
| +0.3% | +$82.3K | 1.19% | 13 |
|
|
2023
Q2 | $27.1M | Sell |
498,309
-213,629
| -30% | -$11.6M | 1.21% | 14 |
|
|
2023
Q1 | $38.1M | Buy |
711,938
+26,514
| +4% | +$1.42M | 1.64% | 9 |
|
|
2022
Q4 | $34.4M | Buy |
685,424
+60,405
| +10% | +$3.03M | 1.64% | 9 |
|
|
2022
Q3 | $27.7M | Sell |
625,019
-92,096
| -13% | -$4.09M | 1.58% | 10 |
|
|
2022
Q2 | $35.8M | Buy |
717,115
+58,774
| +9% | +$2.94M | 2.17% | 8 |
|
|
2022
Q1 | $37.9M | Buy |
658,341
+83,175
| +14% | +$4.79M | 2.3% | 9 |
|
|
2021
Q4 | $35.2M | Buy |
575,166
+33,027
| +6% | +$2.02M | 2.11% | 10 |
|
|
2021
Q3 | $33M | Buy |
542,139
+23,622
| +5% | +$1.44M | 2.16% | 8 |
|
|
2021
Q2 | $32.9M | Buy |
518,517
+38,897
| +8% | +$2.47M | 2.2% | 8 |
|
|
2021
Q1 | $29.1M | Buy |
479,620
+111,797
| +30% | +$6.78M | 2.11% | 8 |
|
|
2020
Q4 | $21.5M | Buy |
367,823
+22,894
| +7% | +$1.34M | 1.91% | 13 |
|
|
2020
Q3 | $17.4M | Buy |
344,929
+2,589
| +0.8% | +$131K | 1.91% | 15 |
|
|
2020
Q2 | $16.3M | Sell |
342,340
-57,982
| -14% | -$2.76M | 2.03% | 14 |
|
|
2020
Q1 | $16.4M | Buy |
400,322
+79,027
| +25% | +$3.24M | 2.41% | 11 |
|
|
2019
Q4 | $17.3M | Buy |
321,295
+60,757
| +23% | +$3.27M | 2.2% | 12 |
|
|
2019
Q3 | $13M | Buy |
260,538
+44,875
| +21% | +$2.24M | 1.89% | 14 |
|
|
2019
Q2 | $11M | Buy |
215,663
+19,790
| +10% | +$1.01M | 1.74% | 14 |
|
|
2019
Q1 | $9.82M | Buy |
195,873
+114,463
| +141% | +$5.74M | 1.68% | 14 |
|
|
2018
Q4 | $3.71M | Sell |
81,410
-6,509
| -7% | -$297K | 0.72% | 24 |
|
|
2018
Q3 | $4.58M | Sell |
87,919
-2,732
| -3% | -$142K | 0.84% | 21 |
|
|
2018
Q2 | $4.7M | Buy |
90,651
+7,143
| +9% | +$370K | 0.92% | 22 |
|
|
2018
Q1 | $4.54M | Buy |
83,508
+15,213
| +22% | +$827K | 1.03% | 17 |
|
|
2017
Q4 | $3.74M | Buy |
68,295
+4,586
| +7% | +$251K | 0.96% | 19 |
|
|
2017
Q3 | $3.36M | Buy |
63,709
+17,785
| +39% | +$937K | 1% | 18 |
|
|
2017
Q2 | $2.3M | Buy |
45,924
+3,501
| +8% | +$175K | 1.12% | 17 |
|
|
2017
Q1 | $2.03M | Buy |
42,423
+2,286
| +6% | +$109K | 1.11% | 16 |
|
|
2016
Q4 | $1.77M | Buy |
40,137
+1,615
| +4% | +$71.3K | 1.05% | 16 |
|
|
2016
Q3 | $1.75M | Buy |
38,522
+2,516
| +7% | +$114K | 1.14% | 13 |
|
|
2016
Q2 | $1.54M | Buy |
+36,006
| New | +$1.54M | 1.09% | 15 |
|