CWM
Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-104,587
| Closed | -$4.39M | – | 63 |
|
|
2022
Q4 | $4.39M | Buy |
104,587
+9,928
| +10% | +$417K | 2.97% | 12 |
|
|
2022
Q3 | $3.44M | Buy |
94,659
+8,890
| +10% | +$323K | 2.67% | 13 |
|
|
2022
Q2 | $3.5M | Buy |
85,769
+32,826
| +62% | +$1.34M | 2.6% | 14 |
|
|
2022
Q1 | $2.54M | Buy |
52,943
+14,428
| +37% | +$693K | 1.71% | 22 |
|
|
2021
Q4 | $1.97M | Buy |
38,515
+2,199
| +6% | +$112K | 1.38% | 22 |
|
|
2021
Q3 | $1.83M | Buy |
36,316
+8,740
| +32% | +$441K | 1.42% | 21 |
|
|
2021
Q2 | $1.42M | Buy |
+27,576
| New | +$1.42M | 1.04% | 24 |
|