BWM
Birchcreek 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 | $1.19M | Buy |
20,831
+3,429
| +20% | +$195K | 0.67% | 33 |
|
|
2025
Q1 | $885K | Sell |
17,402
-33
| -0.2% | -$1.68K | 0.56% | 39 |
|
|
2024
Q4 | $834K | Buy |
17,435
+57
| +0.3% | +$2.73K | 0.52% | 39 |
|
|
2024
Q3 | $918K | Buy |
17,378
+300
| +2% | +$15.8K | 0.6% | 34 |
|
|
2024
Q2 | $844K | Sell |
17,078
-23
| -0.1% | -$1.14K | 0.48% | 50 |
|
|
2024
Q1 | $858K | Buy |
17,101
+53
| +0.3% | +$2.66K | 0.45% | 52 |
|
|
2023
Q4 | $817K | Buy |
17,048
+763
| +5% | +$36.5K | 0.49% | 51 |
|
|
2023
Q3 | $712K | Buy |
16,285
+2,636
| +19% | +$115K | 0.48% | 52 |
|
|
2023
Q2 | $630K | Buy |
13,649
+7,048
| +107% | +$325K | 0.44% | 61 |
|
|
2023
Q1 | $298K | Sell |
6,601
-1,058
| -14% | -$47.8K | 0.24% | 104 |
|
|
2022
Q4 | $321K | Buy |
7,659
+311
| +4% | +$13.1K | 0.29% | 88 |
|
|
2022
Q3 | $267K | Sell |
7,348
-676
| -8% | -$24.6K | 0.25% | 93 |
|
|
2022
Q2 | $327K | Buy |
8,024
+177
| +2% | +$7.21K | 0.29% | 79 |
|
|
2022
Q1 | $377K | Sell |
7,847
-271
| -3% | -$13K | 0.33% | 68 |
|
|
2021
Q4 | $415K | Buy |
8,118
+9
| +0.1% | +$460 | 0.36% | 63 |
|
|
2021
Q3 | $409K | Hold |
8,109
| – | – | 0.38% | 62 |
|
|
2021
Q2 | $418K | Buy |
8,109
+8
| +0.1% | +$412 | 0.4% | 58 |
|
|
2021
Q1 | $398K | Sell |
8,101
-1,427
| -15% | -$70.1K | 0.42% | 61 |
|
|
2020
Q4 | $449K | Buy |
+9,528
| New | +$449K | 0.44% | 55 |
|