AWM
Ameliora 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
Q2 | – | Sell |
-42,374
| Closed | -$2.13M | – | 197 |
|
|
2024
Q1 | $2.13M | Sell |
42,374
-3,091
| -7% | -$155K | 0.96% | 34 |
|
|
2023
Q4 | $2.18M | Sell |
45,465
-38,502
| -46% | -$1.84M | 1.08% | 31 |
|
|
2023
Q3 | $3.67M | Sell |
83,967
-1,346
| -2% | -$58.8K | 2.18% | 15 |
|
|
2023
Q2 | $3.94M | Sell |
85,313
-930
| -1% | -$42.9K | 2.43% | 10 |
|
|
2023
Q1 | $3.9M | Hold |
86,243
| – | – | 2.27% | 9 |
|
|
2022
Q4 | $3.62M | Sell |
86,243
-5,547
| -6% | -$233K | 1.94% | 16 |
|
|
2022
Q3 | $3.32M | Sell |
91,790
-36,635
| -29% | -$1.33M | 1.8% | 18 |
|
|
2022
Q2 | $5.24M | Buy |
128,425
+330
| +0.3% | +$13.5K | 6.2% | 3 |
|
|
2022
Q1 | $5.66M | Buy |
128,095
+19,570
| +18% | +$865K | 3.72% | 7 |
|
|
2021
Q4 | $5.05M | Buy |
+108,525
| New | +$5.05M | 4.62% | 7 |
|