BWM
Benchmark 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 | $2.59M | Buy |
45,464
+20,317
| +81% | +$1.16M | 1.15% | 18 |
|
|
2025
Q1 | $1.28M | Buy |
25,147
+14,381
| +134% | +$731K | 0.62% | 25 |
|
|
2024
Q4 | $515K | Buy |
10,766
+5
| +0% | +$239 | 0.25% | 34 |
|
|
2024
Q3 | $568K | Buy |
+10,761
| New | +$568K | 0.28% | 32 |
|
|
2022
Q3 | – | Sell |
-5,722
| Closed | -$233K | – | 52 |
|
|
2022
Q2 | $233K | Hold |
5,722
| – | – | 0.17% | 44 |
|
|
2022
Q1 | $275K | Hold |
5,722
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $292K | Hold |
5,722
| – | – | 0.19% | 38 |
|
|
2021
Q3 | $289K | Buy |
5,722
+925
| +19% | +$46.7K | 0.2% | 36 |
|
|
2021
Q2 | $247K | Hold |
4,797
| – | – | 0.17% | 42 |
|
|
2021
Q1 | $236K | Hold |
4,797
| – | – | 0.18% | 41 |
|
|
2020
Q4 | $226K | Buy |
+4,797
| New | +$226K | 0.17% | 44 |
|