AWM
Able 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
7,026
-349
| -5% | -$19.9K | 0.2% | 73 |
|
|
2025
Q1 | $375K | Sell |
7,375
-1,324
| -15% | -$67.3K | 0.22% | 70 |
|
|
2024
Q4 | $416K | Buy |
8,699
+3,162
| +57% | +$151K | 0.27% | 63 |
|
|
2024
Q3 | $292K | Sell |
5,537
-257
| -4% | -$13.6K | 0.22% | 70 |
|
|
2024
Q2 | $286K | Sell |
5,794
-37
| -0.6% | -$1.83K | 0.24% | 66 |
|
|
2024
Q1 | $293K | Sell |
5,831
-2,108
| -27% | -$106K | 0.26% | 63 |
|
|
2023
Q4 | $380K | Buy |
+7,939
| New | +$380K | 0.35% | 48 |
|