Williams Jones Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $763K | Sell |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $829K | Buy |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $712K | Hold |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $928K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $997K | Sell |
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|
2021
Q1 | $1.13M | Hold |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $889K | Buy |
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|
2019
Q4 | $892K | Buy |
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|
2019
Q3 | $748K | Buy |
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