Wealthcare Capital Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wealthcare Capital Management’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.6M	Sell	926,244 -23,434	-2%	-$1.92M	7.36%	5
2026 Q1	$71.3M	Sell	949,678 -10,436	-1%	-$808K	7.13%	5
2025 Q4	$70.6M	Sell	960,114 -25,475	-3%	-$1.85M	7.01%	5
2025 Q3	$70.3M	Buy	985,589 +593	+0.1%	+$40.9K	7.14%	5
2025 Q2	$66.2M	Sell	984,996 -84,148	-8%	-$5.33M	7%	5
2025 Q1	$64.9M	Sell	1,069,144 -12,487	-1%	-$752K	6.58%	5
2024 Q4	$62.1M	Buy	1,081,631 +32,452	+3%	+$1.96M	6.26%	5
2024 Q3	$66.1M	Sell	1,049,179 -18,083	-2%	-$1.09M	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%	-$610K	7.2%	5
2023 Q4	$62.7M	Sell	1,116,209 -65,901	-6%	-$3.49M	7.15%	3
2023 Q3	$61.3M	Sell	1,182,110 -40,743	-3%	-$2.2M	7.51%	3
2023 Q2	$66.5M	Sell	1,222,853 -16,900	-1%	-$916K	7.79%	3
2023 Q1	$66.3M	Buy	1,239,753 +1,380	+0.1%	+$73.1K	8.09%	3
2022 Q4	$62.1M	Sell	1,238,373 -46,753	-4%	-$2.27M	7.94%	3
2022 Q3	$57M	Sell	1,285,126 -231,776	-15%	-$11.5M	7.21%	3
2022 Q2	$75.8M	Buy	1,516,902 +37,363	+3%	+$2M	8.3%	3
2022 Q1	$85.2M	Buy	1,479,539 +51,863	+4%	+$3.05M	8.28%	3
2021 Q4	$87.8M	Buy	1,427,676 +31,239	+2%	+$1.93M	8.06%	3
2021 Q3	$85.1M	Sell	1,396,437 -4,120	-0.3%	-$259K	8.24%	3
2021 Q2	$88.8M	Sell	1,400,557 -15,756	-1%	-$997K	8.53%	4
2021 Q1	$85.9M	Sell	1,416,313 -37,257	-3%	-$2.27M	8.63%	4
2020 Q4	$84.8M	Sell	1,453,570 -50,936	-3%	-$2.78M	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%	-$5.75M	8.59%	4
2020 Q1	$66.1M	Buy	1,611,241 +390,389	+32%	+$19.2M	8.9%	3
2019 Q4	$65.6M	Buy	1,220,852 +8,340	+0.7%	+$433K	7.82%	4
2019 Q3	$60.5M	Buy	1,212,512 +130,403	+12%	+$6.5M	7.44%	4
2019 Q2	$55.2M	Buy	1,082,109 +11,720	+1%	+$591K	7.62%	4
2019 Q1	$53.7M	Buy	1,070,389 +43,093	+4%	+$2.11M	7.65%	4
2018 Q4	$46.8M	Sell	1,027,296 -326,099	-24%	-$15.7M	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%	+$1.64M	8.36%	3
2018 Q1	$75.4M	Sell	1,386,435 -21,048	-1%	-$1.17M	8.62%	3
2017 Q4	$77M	Sell	1,407,483 -118,560	-8%	-$6.38M	8.68%	3
2017 Q3	$80.4M	Buy	1,526,043 +6,673	+0.4%	+$345K	8.88%	3
2017 Q2	$76M	Sell	1,519,370 -56,130	-4%	-$2.78M	8.66%	3
2017 Q1	$75.4M	Buy	1,575,500 +314,779	+25%	+$14.7M	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%	-$224K	6.31%	3
2016 Q2	$53.2M	Buy	1,241,076 +6,000	+0.5%	+$260K	6.07%	3
2016 Q1	$53.3M	Buy	1,235,076 +191,031	+18%	+$7.82M	6.23%	3
2015 Q4	$45.3M	Sell	1,044,045 -71,283	-6%	-$3.19M	5.57%	3
2015 Q3	$47.5M	Buy	1,115,328 +43,920	+4%	+$2.03M	5.77%	3
2015 Q2	$52M	Buy	1,071,408 +86,473	+9%	+$4.38M	6.13%	3
2015 Q1	$48M	Buy	984,935 +103,307	+12%	+$4.97M	5.71%	3
2014 Q4	$41.3M	Buy	881,628 +29,814	+4%	+$1.43M	5.68%	3
2014 Q3	$41.9M	Buy	851,814 +30,919	+4%	+$1.6M	6.05%	3
2014 Q2	$42.9M	Buy	820,895 +28,423	+4%	+$1.46M	6.35%	3
2014 Q1	$39.9M	Buy	792,472 +22,923	+3%	+$1.13M	6.29%	3
2013 Q4	$39M	Sell	769,549 -6,022	-0.8%	-$300K	6.52%	3
2013 Q3	$37.7M	Buy	775,571 +22,485	+3%	+$1.05M	6.45%	3
2013 Q2	$33.3M	Buy	+753,086	New	+$35.2M	6.02%	3

Other funds holding VEU

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return