CWM
ClientFirst 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 | $2.22M | Buy |
38,912
+200
| +0.5% | +$11.4K | 2.27% | 8 |
|
|
2025
Q1 | $1.97M | Buy |
38,712
+2,000
| +5% | +$102K | 2.23% | 9 |
|
|
2024
Q4 | $1.76M | Buy |
+36,712
| New | +$1.76M | 1.78% | 10 |
|
|
2023
Q3 | $1.34M | Buy |
30,312
+7,278
| +32% | +$321K | 1.62% | 9 |
|
|
2023
Q2 | $1.09M | Buy |
23,034
+2,602
| +13% | +$123K | 1.29% | 10 |
|
|
2023
Q1 | $936K | Hold |
20,432
| – | – | 1.25% | 12 |
|
|
2022
Q4 | $858K | Sell |
20,432
-4,500
| -18% | -$189K | 1.09% | 12 |
|
|
2022
Q3 | $1.04M | Sell |
24,932
-1,300
| -5% | -$54.3K | 1.29% | 11 |
|
|
2022
Q2 | $1.07M | Buy |
26,232
+200
| +0.8% | +$8.16K | 1.63% | 12 |
|
|
2022
Q1 | $1.25M | Hold |
26,032
| – | – | 1.15% | 12 |
|
|
2021
Q4 | $1.25M | Buy |
+26,032
| New | +$1.25M | 1.12% | 12 |
|