DWM
Defined 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 | $1.16M | Sell |
20,430
-35
| -0.2% | -$2K | 0.72% | 38 |
|
|
2025
Q1 | $1.04M | Sell |
20,465
-96
| -0.5% | -$4.88K | 0.7% | 40 |
|
|
2024
Q4 | $983K | Buy |
20,561
+1,161
| +6% | +$55.5K | 0.65% | 41 |
|
|
2024
Q3 | $1.02M | Buy |
19,400
+312
| +2% | +$16.5K | 0.67% | 40 |
|
|
2024
Q2 | $943K | Buy |
19,088
+470
| +3% | +$23.2K | 0.66% | 41 |
|
|
2024
Q1 | $934K | Buy |
18,618
+1,955
| +12% | +$98.1K | 0.67% | 41 |
|
|
2023
Q4 | $798K | Buy |
16,663
+2,216
| +15% | +$106K | 0.61% | 45 |
|
|
2023
Q3 | $632K | Buy |
14,447
+2,889
| +25% | +$126K | 0.54% | 48 |
|
|
2023
Q2 | $534K | Buy |
11,558
+185
| +2% | +$8.54K | 0.45% | 56 |
|
|
2023
Q1 | $514K | Buy |
11,373
+129
| +1% | +$5.83K | 0.48% | 56 |
|
|
2022
Q4 | $472K | Buy |
11,244
+223
| +2% | +$9.36K | 0.44% | 61 |
|
|
2022
Q3 | $401K | Buy |
11,021
+2,006
| +22% | +$73K | 0.44% | 60 |
|
|
2022
Q2 | $368K | Buy |
9,015
+1,573
| +21% | +$64.2K | 0.38% | 66 |
|
|
2022
Q1 | $357K | Buy |
7,442
+1,680
| +29% | +$80.6K | 0.31% | 71 |
|
|
2021
Q4 | $294K | Buy |
5,762
+407
| +8% | +$20.8K | 0.24% | 81 |
|
|
2021
Q3 | $270K | Buy |
5,355
+237
| +5% | +$12K | 0.24% | 84 |
|
|
2021
Q2 | $264K | Buy |
5,118
+964
| +23% | +$49.7K | 0.23% | 84 |
|
|
2021
Q1 | $204K | Buy |
4,154
+117
| +3% | +$5.75K | 0.19% | 92 |
|
|
2020
Q4 | $191K | Buy |
+4,037
| New | +$191K | 0.19% | 92 |
|