9WM
9258 Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Buy |
29,817
+677
| +2% | +$35.8K | 0.23% | 87 |
|
|
2024
Q2 | $1.44M | Buy |
29,140
+358
| +1% | +$17.7K | 0.22% | 88 |
|
|
2024
Q1 | $1.44M | Buy |
28,782
+171
| +0.6% | +$8.58K | 0.22% | 86 |
|
|
2023
Q4 | $1.37M | Buy |
28,611
+503
| +2% | +$24.1K | 0.24% | 85 |
|
|
2023
Q3 | $1.23M | Buy |
28,108
+2,765
| +11% | +$121K | 0.24% | 83 |
|
|
2023
Q2 | $1.17M | Buy |
25,343
+404
| +2% | +$18.7K | 0.22% | 86 |
|
|
2023
Q1 | $1.13M | Hold |
24,939
| – | – | 0.23% | 88 |
|
|
2022
Q4 | $1.05M | Sell |
24,939
-925
| -4% | -$38.8K | 0.23% | 92 |
|
|
2022
Q3 | $940K | Sell |
25,864
-616
| -2% | -$22.4K | 0.24% | 92 |
|
|
2022
Q2 | $1.08M | Sell |
26,480
-400
| -1% | -$16.3K | 0.28% | 87 |
|
|
2022
Q1 | $1.29M | Buy |
26,880
+1,371
| +5% | +$65.8K | 0.3% | 76 |
|
|
2021
Q4 | $1.3M | Buy |
25,509
+68
| +0.3% | +$3.47K | 0.3% | 71 |
|
|
2021
Q3 | $1.29M | Sell |
25,441
-133
| -0.5% | -$6.72K | 0.34% | 61 |
|
|
2021
Q2 | $1.32M | Buy |
25,574
+133
| +0.5% | +$6.85K | 0.35% | 56 |
|
|
2021
Q1 | $1.25M | Hold |
25,441
| – | – | 0.38% | 56 |
|
|
2020
Q4 | $1.2M | Hold |
25,441
| – | – | 0.39% | 52 |
|
|
2020
Q3 | $1M | Sell |
25,441
-3,332
| -12% | -$131K | 0.38% | 60 |
|
|
2020
Q2 | $1.12M | Buy |
28,773
+97
| +0.3% | +$3.76K | 0.45% | 47 |
|
|
2020
Q1 | $1.01M | Sell |
28,676
-900
| -3% | -$31.7K | 0.44% | 54 |
|
|
2019
Q4 | $1.3M | Buy |
+29,576
| New | +$1.3M | 0.48% | 49 |
|