AWM
AE 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 | $10.9M | Buy |
190,551
+10,849
| +6% | +$618K | 0.08% | 242 |
|
|
2025
Q1 | $9.13M | Sell |
179,702
-11,474
| -6% | -$583K | 0.08% | 251 |
|
|
2024
Q4 | $9.14M | Sell |
191,176
-9,437
| -5% | -$451K | 0.08% | 246 |
|
|
2024
Q3 | $10.6M | Buy |
200,613
+8,277
| +4% | +$437K | 0.1% | 229 |
|
|
2024
Q2 | $9.51M | Buy |
192,336
+36,997
| +24% | +$1.83M | 0.1% | 223 |
|
|
2024
Q1 | $7.79M | Sell |
155,339
-825,987
| -84% | -$41.4M | 0.09% | 241 |
|
|
2023
Q4 | $46.5M | Sell |
981,326
-66,206
| -6% | -$3.14M | 0.24% | 87 |
|
|
2023
Q3 | $45.8M | Sell |
1,047,532
-46,950
| -4% | -$2.05M | 0.27% | 70 |
|
|
2023
Q2 | $50.5M | Buy |
1,094,482
+235,695
| +27% | +$10.9M | 0.3% | 61 |
|
|
2023
Q1 | $38.8M | Buy |
858,787
+4,172
| +0.5% | +$188K | 0.25% | 73 |
|
|
2022
Q4 | $35.9M | Sell |
854,615
-1,241,530
| -59% | -$52.1M | 0.26% | 79 |
|
|
2022
Q3 | $76.2M | Sell |
2,096,145
-85,964
| -4% | -$3.13M | 0.6% | 23 |
|
|
2022
Q2 | $89M | Sell |
2,182,109
-390,876
| -15% | -$15.9M | 0.71% | 21 |
|
|
2022
Q1 | $124M | Sell |
2,572,985
-136,264
| -5% | -$6.54M | 0.85% | 17 |
|
|
2021
Q4 | $138M | Buy |
2,709,249
+99,794
| +4% | +$5.1M | 0.96% | 14 |
|
|
2021
Q3 | $132M | Sell |
2,609,455
-7,835
| -0.3% | -$396K | 1.09% | 13 |
|
|
2021
Q2 | $135M | Buy |
2,617,290
+58,955
| +2% | +$3.04M | 1.18% | 13 |
|
|
2021
Q1 | $126M | Sell |
2,558,335
-222,513
| -8% | -$10.9M | 1.27% | 12 |
|
|
2020
Q4 | $131M | Buy |
2,780,848
+172,247
| +7% | +$8.13M | 1.49% | 8 |
|
|
2020
Q3 | $107M | Buy |
2,608,601
+108,720
| +4% | +$4.45M | 1.52% | 8 |
|
|
2020
Q2 | $97M | Buy |
2,499,881
+586,957
| +31% | +$22.8M | 1.5% | 7 |
|
|
2020
Q1 | $63.8M | Sell |
1,912,924
-264,894
| -12% | -$8.83M | 1.47% | 10 |
|
|
2019
Q4 | $96M | Buy |
2,177,818
+409,067
| +23% | +$18M | 2.08% | 4 |
|
|
2019
Q3 | $72.7M | Sell |
1,768,751
-17,000
| -1% | -$698K | 2.1% | 5 |
|
|
2019
Q2 | $74.5M | Buy |
1,785,751
+940,947
| +111% | +$39.2M | 2.24% | 5 |
|
|
2019
Q1 | $34.5M | Buy |
844,804
+698,974
| +479% | +$28.6M | 2.4% | 4 |
|
|
2018
Q4 | $5.41M | Sell |
145,830
-1,131,244
| -89% | -$42M | 0.93% | 22 |
|
|
2018
Q3 | $55.3M | Sell |
1,277,074
-18,339
| -1% | -$794K | 3.04% | 3 |
|
|
2018
Q2 | $55.6M | Buy |
1,295,413
+177,111
| +16% | +$7.6M | 3.78% | 3 |
|
|
2018
Q1 | $49.5M | Buy |
1,118,302
+38,582
| +4% | +$1.71M | 3.82% | 3 |
|
|
2017
Q4 | $48.4M | Sell |
1,079,720
-384,190
| -26% | -$17.2M | 4.27% | 3 |
|
|
2017
Q3 | $63.5M | Buy |
1,463,910
+289,272
| +25% | +$12.6M | 5.9% | 3 |
|
|
2017
Q2 | $48.5M | Buy |
1,174,638
+409,532
| +54% | +$16.9M | 5.79% | 2 |
|
|
2017
Q1 | $30.1M | Buy |
765,106
+310,185
| +68% | +$12.2M | 5.57% | 3 |
|
|
2016
Q4 | $16.6M | Buy |
+454,921
| New | +$16.6M | 6.73% | 3 |
|