WAM
Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $23.1M | Sell |
458,806
-11,920
| -3% | -$601K | 0.82% | 23 |
|
|
2020
Q2 | $22.4M | Sell |
470,726
-17,870
| -4% | -$851K | 1.6% | 15 |
|
|
2020
Q1 | $20M | Buy |
488,596
+147,810
| +43% | +$6.06M | 1.74% | 14 |
|
|
2019
Q4 | $18.3M | Sell |
340,786
-26,197
| -7% | -$1.41M | 1.23% | 17 |
|
|
2019
Q3 | $18.3M | Sell |
366,983
-5,008
| -1% | -$250K | 1.34% | 17 |
|
|
2019
Q2 | $19M | Buy |
371,991
+32,374
| +10% | +$1.65M | 1.42% | 16 |
|
|
2019
Q1 | $17M | Sell |
339,617
-3,790
| -1% | -$190K | 1.28% | 16 |
|
|
2018
Q4 | $15.7M | Sell |
343,407
-43,487
| -11% | -$1.98M | 1.39% | 15 |
|
|
2018
Q3 | $20.1M | Buy |
386,894
+23,445
| +6% | +$1.22M | 1.66% | 14 |
|
|
2018
Q2 | $18.8M | Buy |
363,449
+42,712
| +13% | +$2.21M | 1.71% | 13 |
|
|
2018
Q1 | $17.4M | Buy |
320,737
+49,762
| +18% | +$2.71M | 1.64% | 13 |
|
|
2017
Q4 | $14.8M | Buy |
270,975
+83,387
| +44% | +$4.56M | 1.44% | 14 |
|
|
2017
Q3 | $9.89M | Buy |
187,588
+31,821
| +20% | +$1.68M | 1.08% | 14 |
|
|
2017
Q2 | $7.79M | Sell |
155,767
-20,966
| -12% | -$1.05M | 0.92% | 16 |
|
|
2017
Q1 | $8.45M | Buy |
176,733
+24,233
| +16% | +$1.16M | 1.2% | 14 |
|
|
2016
Q4 | $6.74M | Buy |
152,500
+9,350
| +7% | +$413K | 1.01% | 15 |
|
|
2016
Q3 | $6.5M | Buy |
143,150
+3,850
| +3% | +$175K | 1.01% | 15 |
|
|
2016
Q2 | $5.97M | Buy |
139,300
+5,880
| +4% | +$252K | 0.99% | 15 |
|
|
2016
Q1 | $5.76M | Sell |
133,420
-14,668
| -10% | -$633K | 1.02% | 17 |
|
|
2015
Q4 | $6.43M | Buy |
+148,088
| New | +$6.43M | 1.2% | 11 |
|