WANY
Wealthspire Advisors (New York)’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 | $140M | Buy |
2,079,868
+18,412
| +0.9% | +$1.24M | 0.79% | 22 |
|
|
2025
Q1 | $125M | Buy |
2,061,456
+1,064,977
| +107% | +$64.6M | 0.75% | 23 |
|
|
2024
Q4 | $57.2M | Buy |
996,479
+64,653
| +7% | +$3.71M | 0.57% | 36 |
|
|
2024
Q3 | $58.7M | Buy |
931,826
+47,337
| +5% | +$2.98M | 0.6% | 35 |
|
|
2024
Q2 | $51.9M | Buy |
884,489
+131,124
| +17% | +$7.69M | 0.66% | 31 |
|
|
2024
Q1 | $44.2M | Buy |
753,365
+51,133
| +7% | +$3M | 0.59% | 32 |
|
|
2023
Q4 | $39.4M | Buy |
702,232
+26,831
| +4% | +$1.51M | 0.56% | 34 |
|
|
2023
Q3 | $35M | Buy |
675,401
+25,174
| +4% | +$1.31M | 0.58% | 32 |
|
|
2023
Q2 | $35.4M | Buy |
650,227
+31,783
| +5% | +$1.73M | 0.58% | 32 |
|
|
2023
Q1 | $33.1M | Buy |
618,444
+34,186
| +6% | +$1.83M | 0.57% | 34 |
|
|
2022
Q4 | $29.3M | Sell |
584,258
-34,722
| -6% | -$1.74M | 0.53% | 32 |
|
|
2022
Q3 | $27.5M | Buy |
618,980
+13,089
| +2% | +$581K | 0.57% | 33 |
|
|
2022
Q2 | $30.3M | Buy |
605,891
+73,107
| +14% | +$3.65M | 0.63% | 30 |
|
|
2022
Q1 | $30.7M | Buy |
532,784
+72,521
| +16% | +$4.18M | 0.69% | 23 |
|
|
2021
Q4 | $28.2M | Sell |
460,263
-2,121
| -0.5% | -$130K | 0.62% | 25 |
|
|
2021
Q3 | $28.2M | Buy |
462,384
+3,178
| +0.7% | +$194K | 0.58% | 30 |
|
|
2021
Q2 | $29.1M | Buy |
459,206
+11,839
| +3% | +$750K | 0.77% | 20 |
|
|
2021
Q1 | $27.1M | Buy |
447,367
+4,571
| +1% | +$277K | 0.64% | 26 |
|
|
2020
Q4 | $25.8M | Buy |
+442,796
| New | +$25.8M | 0.77% | 24 |
|
|
2020
Q2 | – | Sell |
-491,105
| Closed | -$20.1M | – | 518 |
|
|
2020
Q1 | $20.1M | Buy |
+491,105
| New | +$20.1M | 0.84% | 23 |
|
|
2019
Q1 | – | Sell |
-2,509
| Closed | -$114K | – | 763 |
|
|
2018
Q4 | $114K | Buy |
+2,509
| New | +$114K | 0.01% | 102 |
|