AWM
Abound 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 | $28.3M | Sell |
496,226
-12,697
| -2% | -$724K | 7.99% | 3 |
|
|
2025
Q1 | $25.9M | Sell |
508,923
-21,432
| -4% | -$1.09M | 8.63% | 3 |
|
|
2024
Q4 | $25.4M | Buy |
530,355
+45,176
| +9% | +$2.16M | 8.14% | 4 |
|
|
2024
Q3 | $25.6M | Sell |
485,179
-2,257
| -0.5% | -$119K | 8.51% | 4 |
|
|
2024
Q2 | $24.1M | Sell |
487,436
-10,163
| -2% | -$502K | 8.88% | 4 |
|
|
2024
Q1 | $25M | Sell |
497,599
-9,730
| -2% | -$488K | 9.51% | 4 |
|
|
2023
Q4 | $24.3M | Buy |
507,329
+40,293
| +9% | +$1.93M | 9.75% | 4 |
|
|
2023
Q3 | $20.4M | Buy |
467,036
+12,608
| +3% | +$551K | 8.69% | 5 |
|
|
2023
Q2 | $21M | Sell |
454,428
-1,774
| -0.4% | -$81.9K | 8.78% | 4 |
|
|
2023
Q1 | $20.6M | Sell |
456,202
-4,764
| -1% | -$215K | 9.24% | 2 |
|
|
2022
Q4 | $19.3M | Buy |
460,966
+16,622
| +4% | +$698K | 9.47% | 1 |
|
|
2022
Q3 | $16.2M | Buy |
444,344
+46,456
| +12% | +$1.69M | 8.72% | 3 |
|
|
2022
Q2 | $16.2M | Buy |
397,888
+29,368
| +8% | +$1.2M | 9.04% | 2 |
|
|
2022
Q1 | $17.7M | Buy |
368,520
+67,333
| +22% | +$3.23M | 12.76% | 3 |
|
|
2021
Q4 | $15.4M | Buy |
+301,187
| New | +$15.4M | 12.08% | 4 |
|