CWM
Congress 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 | $18.6M | Buy |
325,695
+30,865
| +10% | +$1.76M | 0.18% | 136 |
|
|
2025
Q1 | $15M | Buy |
294,830
+26,866
| +10% | +$1.37M | 0.18% | 144 |
|
|
2024
Q4 | $12.8M | Buy |
267,964
+17,869
| +7% | +$855K | 0.18% | 169 |
|
|
2024
Q3 | $13.2M | Sell |
250,095
-28,874
| -10% | -$1.52M | 0.18% | 170 |
|
|
2024
Q2 | $13.8M | Buy |
278,969
+3,107
| +1% | +$154K | 0.22% | 135 |
|
|
2024
Q1 | $13.8M | Sell |
275,862
-3,689
| -1% | -$185K | 0.24% | 127 |
|
|
2023
Q4 | $13.4M | Buy |
279,551
+6,467
| +2% | +$310K | 0.25% | 117 |
|
|
2023
Q3 | $11.9M | Buy |
273,084
+223,231
| +448% | +$9.76M | 0.25% | 118 |
|
|
2023
Q2 | $2.3M | Sell |
49,853
-2,413
| -5% | -$111K | 0.05% | 244 |
|
|
2023
Q1 | $2.36M | Sell |
52,266
-7,123
| -12% | -$322K | 0.06% | 250 |
|
|
2022
Q4 | $2.49M | Sell |
59,389
-5,117
| -8% | -$215K | 0.06% | 241 |
|
|
2022
Q3 | $2.35M | Buy |
64,506
+432
| +0.7% | +$15.7K | 0.06% | 258 |
|
|
2022
Q2 | $2.61M | Sell |
64,074
-3,725
| -5% | -$152K | 0.07% | 252 |
|
|
2022
Q1 | $3.26M | Sell |
67,799
-65,519
| -49% | -$3.15M | 0.07% | 258 |
|
|
2021
Q4 | $6.81M | Buy |
+133,318
| New | +$6.81M | 0.14% | 187 |
|