CWM
Collaborative 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 | $276K | Sell |
4,840
-113
| -2% | -$6.44K | 0.12% | 143 |
|
|
2025
Q1 | $252K | Hold |
4,953
| – | – | 0.12% | 140 |
|
|
2024
Q4 | $237K | Sell |
4,953
-85
| -2% | -$4.07K | 0.11% | 157 |
|
|
2024
Q3 | $266K | Sell |
5,038
-570
| -10% | -$30.1K | 0.12% | 139 |
|
|
2024
Q2 | $277K | Sell |
5,608
-1,810
| -24% | -$89.5K | 0.14% | 134 |
|
|
2024
Q1 | $372K | Buy |
7,418
+1,064
| +17% | +$53.4K | 0.19% | 107 |
|
|
2023
Q4 | $304K | Sell |
6,354
-32
| -0.5% | -$1.53K | 0.16% | 117 |
|
|
2023
Q3 | $279K | Sell |
6,386
-550
| -8% | -$24K | 0.17% | 124 |
|
|
2023
Q2 | $320K | Sell |
6,936
-903
| -12% | -$41.7K | 0.19% | 117 |
|
|
2023
Q1 | $354K | Sell |
7,839
-12
| -0.2% | -$542 | 0.22% | 111 |
|
|
2022
Q4 | $329K | Sell |
7,851
-230
| -3% | -$9.65K | 0.22% | 118 |
|
|
2022
Q3 | $294K | Buy |
8,081
+866
| +12% | +$31.5K | 0.21% | 124 |
|
|
2022
Q2 | $294K | Buy |
+7,215
| New | +$294K | 0.19% | 140 |
|
|
2021
Q4 | $580K | Buy |
+11,355
| New | +$580K | 0.32% | 103 |
|
|
2021
Q1 | $536K | Buy |
+11,150
| New | +$536K | 0.31% | 103 |
|