CWM
Cadence 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 | $250K | Buy |
+4,382
| New | +$250K | 0.17% | 47 |
|
|
2024
Q4 | – | Sell |
-4,340
| Closed | -$229K | – | 49 |
|
|
2024
Q3 | $229K | Sell |
4,340
-100
| -2% | -$5.28K | 0.19% | 42 |
|
|
2024
Q2 | $219K | Buy |
4,440
+89
| +2% | +$4.4K | 0.15% | 44 |
|
|
2024
Q1 | $218K | Buy |
4,351
+21
| +0.5% | +$1.05K | 0.22% | 35 |
|
|
2023
Q4 | $207K | Buy |
+4,330
| New | +$207K | 0.16% | 37 |
|