CM Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
6,698
| – | – | 0.11% | 62 |
|
|
2025
Q1 | $340K | Hold |
6,698
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $320K | Hold |
6,698
| – | – | 0.1% | 67 |
|
|
2024
Q3 | $354K | Hold |
6,698
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $331K | Sell |
6,698
-43,002
| -87% | -$2.13M | 0.16% | 56 |
|
|
2024
Q1 | $2.49M | Buy |
49,700
+41,500
| +506% | +$2.08M | 0.71% | 20 |
|
|
2023
Q4 | $393K | Hold |
8,200
| – | – | 0.17% | 51 |
|
|
2023
Q3 | $370K | Sell |
8,200
-48,565
| -86% | -$2.19M | 0.14% | 54 |
|
|
2023
Q2 | $2.7M | Buy |
+56,765
| New | +$2.7M | 0.89% | 15 |
|
|
2023
Q1 | – | Sell |
-8,200
| Closed | -$344K | – | 435 |
|
|
2022
Q4 | $344K | Hold |
8,200
| – | – | 0.18% | 47 |
|
|
2022
Q3 | $298M | Buy |
+8,200
| New | +$298M | 0.17% | 55 |
|