WCM
Wealthcare Capital Management’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 | $66.2M | Sell |
984,996
-84,148
| -8% | -$5.66M | 7% | 5 |
|
|
2025
Q1 | $64.9M | Sell |
1,069,144
-12,487
| -1% | -$757K | 6.58% | 5 |
|
|
2024
Q4 | $62.1M | Buy |
1,081,631
+32,452
| +3% | +$1.86M | 6.26% | 5 |
|
|
2024
Q3 | $66.1M | Sell |
1,049,179
-18,083
| -2% | -$1.14M | 6.63% | 5 |
|
|
2024
Q2 | $62.6M | Sell |
1,067,262
-38,145
| -3% | -$2.24M | 6.64% | 5 |
|
|
2024
Q1 | $64.8M | Sell |
1,105,407
-10,802
| -1% | -$634K | 7.2% | 5 |
|
|
2023
Q4 | $62.7M | Sell |
1,116,209
-65,901
| -6% | -$3.7M | 7.15% | 3 |
|
|
2023
Q3 | $61.3M | Sell |
1,182,110
-40,743
| -3% | -$2.11M | 7.51% | 3 |
|
|
2023
Q2 | $66.5M | Sell |
1,222,853
-16,900
| -1% | -$920K | 7.79% | 3 |
|
|
2023
Q1 | $66.3M | Buy |
1,239,753
+1,380
| +0.1% | +$73.8K | 8.09% | 3 |
|
|
2022
Q4 | $62.1M | Sell |
1,238,373
-46,753
| -4% | -$2.34M | 7.94% | 3 |
|
|
2022
Q3 | $57M | Sell |
1,285,126
-231,776
| -15% | -$10.3M | 7.21% | 3 |
|
|
2022
Q2 | $75.8M | Buy |
1,516,902
+37,363
| +3% | +$1.87M | 8.3% | 3 |
|
|
2022
Q1 | $85.2M | Buy |
1,479,539
+51,863
| +4% | +$2.99M | 8.28% | 3 |
|
|
2021
Q4 | $87.8M | Buy |
1,427,676
+31,239
| +2% | +$1.92M | 8.06% | 3 |
|
|
2021
Q3 | $85.1M | Sell |
1,396,437
-4,120
| -0.3% | -$251K | 8.24% | 3 |
|
|
2021
Q2 | $88.8M | Sell |
1,400,557
-15,756
| -1% | -$999K | 8.53% | 4 |
|
|
2021
Q1 | $85.9M | Sell |
1,416,313
-37,257
| -3% | -$2.26M | 8.63% | 4 |
|
|
2020
Q4 | $84.8M | Sell |
1,453,570
-50,936
| -3% | -$2.97M | 8.84% | 4 |
|
|
2020
Q3 | $75.9M | Buy |
1,504,506
+21,574
| +1% | +$1.09M | 8.63% | 4 |
|
|
2020
Q2 | $70.6M | Sell |
1,482,932
-128,309
| -8% | -$6.11M | 8.59% | 4 |
|
|
2020
Q1 | $66.1M | Buy |
1,611,241
+390,389
| +32% | +$16M | 8.9% | 3 |
|
|
2019
Q4 | $65.6M | Buy |
1,220,852
+8,340
| +0.7% | +$448K | 7.82% | 4 |
|
|
2019
Q3 | $60.5M | Buy |
1,212,512
+130,403
| +12% | +$6.51M | 7.44% | 4 |
|
|
2019
Q2 | $55.2M | Buy |
1,082,109
+11,720
| +1% | +$598K | 7.62% | 4 |
|
|
2019
Q1 | $53.7M | Buy |
1,070,389
+43,093
| +4% | +$2.16M | 7.65% | 4 |
|
|
2018
Q4 | $46.8M | Sell |
1,027,296
-326,099
| -24% | -$14.9M | 7.24% | 4 |
|
|
2018
Q3 | $70.4M | Sell |
1,353,395
-63,305
| -4% | -$3.3M | 8.26% | 4 |
|
|
2018
Q2 | $73.4M | Buy |
1,416,700
+30,265
| +2% | +$1.57M | 8.36% | 3 |
|
|
2018
Q1 | $75.4M | Sell |
1,386,435
-21,048
| -1% | -$1.14M | 8.62% | 3 |
|
|
2017
Q4 | $77M | Sell |
1,407,483
-118,560
| -8% | -$6.49M | 8.68% | 3 |
|
|
2017
Q3 | $80.4M | Buy |
1,526,043
+6,673
| +0.4% | +$352K | 8.88% | 3 |
|
|
2017
Q2 | $76M | Sell |
1,519,370
-56,130
| -4% | -$2.81M | 8.66% | 3 |
|
|
2017
Q1 | $75.4M | Buy |
1,575,500
+314,779
| +25% | +$15.1M | 8.26% | 3 |
|
|
2016
Q4 | $55.7M | Buy |
1,260,721
+24,653
| +2% | +$1.09M | 6.46% | 3 |
|
|
2016
Q3 | $56.2M | Sell |
1,236,068
-5,008
| -0.4% | -$228K | 6.31% | 3 |
|
|
2016
Q2 | $53.2M | Buy |
1,241,076
+6,000
| +0.5% | +$257K | 6.07% | 3 |
|
|
2016
Q1 | $53.3M | Buy |
1,235,076
+191,031
| +18% | +$8.24M | 6.23% | 3 |
|
|
2015
Q4 | $45.3M | Sell |
1,044,045
-71,283
| -6% | -$3.09M | 5.57% | 3 |
|
|
2015
Q3 | $47.5M | Buy |
1,115,328
+43,920
| +4% | +$1.87M | 5.77% | 3 |
|
|
2015
Q2 | $52M | Buy |
1,071,408
+86,473
| +9% | +$4.2M | 6.13% | 3 |
|
|
2015
Q1 | $48M | Buy |
984,935
+103,307
| +12% | +$5.03M | 5.71% | 3 |
|
|
2014
Q4 | $41.3M | Buy |
881,628
+29,814
| +4% | +$1.4M | 5.68% | 3 |
|
|
2014
Q3 | $41.9M | Buy |
851,814
+30,919
| +4% | +$1.52M | 6.05% | 3 |
|
|
2014
Q2 | $42.9M | Buy |
820,895
+28,423
| +4% | +$1.49M | 6.35% | 3 |
|
|
2014
Q1 | $39.9M | Buy |
792,472
+22,923
| +3% | +$1.15M | 6.29% | 3 |
|
|
2013
Q4 | $39M | Sell |
769,549
-6,022
| -0.8% | -$305K | 6.52% | 3 |
|
|
2013
Q3 | $37.7M | Buy |
775,571
+22,485
| +3% | +$1.09M | 6.45% | 3 |
|
|
2013
Q2 | $33.3M | Buy |
+753,086
| New | +$33.3M | 6.02% | 3 |
|