AWM
Aries 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 | $1.77M | Sell |
31,000
-11,930
| -28% | -$680K | 0.46% | 55 |
|
|
2025
Q1 | $2.18M | Buy |
42,930
+10,840
| +34% | +$551K | 0.59% | 47 |
|
|
2024
Q4 | $1.53M | Buy |
32,090
+170
| +0.5% | +$8.13K | 0.42% | 57 |
|
|
2024
Q3 | $1.69M | Sell |
31,920
-3,000
| -9% | -$158K | 0.46% | 56 |
|
|
2024
Q2 | $1.73M | Hold |
34,920
| – | – | 0.54% | 47 |
|
|
2024
Q1 | $1.75M | Buy |
34,920
+120
| +0.3% | +$6.02K | 0.56% | 46 |
|
|
2023
Q4 | $1.67M | Hold |
34,800
| – | – | 0.59% | 45 |
|
|
2023
Q3 | $1.52M | Hold |
34,800
| – | – | 0.59% | 47 |
|
|
2023
Q2 | $1.61M | Hold |
34,800
| – | – | 0.62% | 47 |
|
|
2023
Q1 | $1.57M | Buy |
34,800
+11,500
| +49% | +$519K | 0.64% | 46 |
|
|
2022
Q4 | $978K | Sell |
23,300
-50
| -0.2% | -$2.1K | 0.42% | 68 |
|
|
2022
Q3 | $901K | Buy |
23,350
+13,500
| +137% | +$521K | 0.4% | 70 |
|
|
2022
Q2 | $402K | Buy |
+9,850
| New | +$402K | 0.18% | 111 |
|
|
2022
Q1 | – | Sell |
-9,850
| Closed | -$503K | – | 219 |
|
|
2021
Q4 | $503K | Hold |
9,850
| – | – | 0.19% | 108 |
|
|
2021
Q3 | $497K | Hold |
9,850
| – | – | 0.21% | 99 |
|
|
2021
Q2 | $507K | Sell |
9,850
-26
| -0.3% | -$1.34K | 0.22% | 96 |
|
|
2021
Q1 | $501K | Buy |
9,876
+26
| +0.3% | +$1.32K | 0.23% | 94 |
|
|
2020
Q4 | $484K | Hold |
9,850
| – | – | 0.24% | 93 |
|
|
2020
Q3 | $403K | Buy |
9,850
+3,400
| +53% | +$139K | 0.23% | 95 |
|
|
2020
Q2 | $250K | Hold |
6,450
| – | – | 0.15% | 120 |
|
|
2020
Q1 | $209K | Buy |
6,450
+1,300
| +25% | +$42.1K | 0.16% | 120 |
|
|
2019
Q4 | $227K | Hold |
5,150
| – | – | 0.14% | 138 |
|
|
2019
Q3 | $213K | Buy |
+5,150
| New | +$213K | 0.14% | 139 |
|