CTWM
Cherry Tree 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 | $16.1M | Buy |
282,425
+809
| +0.3% | +$46.1K | 3.74% | 5 |
|
|
2025
Q1 | $14.3M | Buy |
281,616
+12,014
| +4% | +$611K | 3.45% | 5 |
|
|
2024
Q4 | $12.9M | Sell |
269,602
-601
| -0.2% | -$28.7K | 3.19% | 6 |
|
|
2024
Q3 | $14.3M | Buy |
270,203
+6,197
| +2% | +$327K | 3.38% | 5 |
|
|
2024
Q2 | $13M | Buy |
264,006
+6,136
| +2% | +$303K | 3.28% | 5 |
|
|
2024
Q1 | $12.9M | Buy |
257,870
+20,215
| +9% | +$1.01M | 3.25% | 5 |
|
|
2023
Q4 | $11.4M | Buy |
237,655
+1,747
| +0.7% | +$83.7K | 3.04% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
235,908
+14,361
| +6% | +$628K | 3.02% | 8 |
|
|
2023
Q2 | $10.2M | Buy |
+221,547
| New | +$10.2M | 2.98% | 11 |
|