DWP
Destiny Wealth Partners’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 | $1,000K | Sell |
17,533
-34
| -0.2% | -$1.94K | 0.13% | 86 |
|
2025
Q1 | $893K | Buy |
17,567
+2,035
| +13% | +$103K | 0.14% | 89 |
|
2024
Q4 | $743K | Buy |
15,532
+683
| +5% | +$32.7K | 0.12% | 94 |
|
2024
Q3 | $784K | Hold |
14,849
| – | – | 0.14% | 89 |
|
2024
Q2 | $734K | Hold |
14,849
| – | – | 0.13% | 87 |
|
2024
Q1 | $745K | Sell |
14,849
-640
| -4% | -$32.1K | 0.13% | 80 |
|
2023
Q4 | $730K | Sell |
15,489
-288
| -2% | -$13.6K | 0.14% | 81 |
|
2023
Q3 | $690K | Sell |
15,777
-2,159
| -12% | -$94.4K | 0.14% | 85 |
|
2023
Q2 | $848K | Buy |
17,936
+943
| +6% | +$44.6K | 0.16% | 79 |
|
2023
Q1 | $768K | Sell |
16,993
-8,506
| -33% | -$384K | 0.16% | 79 |
|
2022
Q4 | $1.07M | Sell |
25,499
-264,346
| -91% | -$11.1M | 0.23% | 70 |
|
2022
Q3 | $10.5M | Buy |
289,845
+1,179
| +0.4% | +$42.9K | 2.37% | 7 |
|
2022
Q2 | $11.8M | Buy |
288,666
+4,288
| +2% | +$175K | 2.6% | 8 |
|
2022
Q1 | $13.7M | Buy |
284,378
+46,423
| +20% | +$2.23M | 2.66% | 7 |
|
2021
Q4 | $12.2M | Buy |
237,955
+4,030
| +2% | +$206K | 2.34% | 7 |
|
2021
Q3 | $11.8M | Sell |
233,925
-22,064
| -9% | -$1.11M | 2.37% | 7 |
|
2021
Q2 | $13.2M | Sell |
255,989
-8,071
| -3% | -$416K | 2.52% | 6 |
|
2021
Q1 | $13M | Sell |
264,060
-20,151
| -7% | -$990K | 2.71% | 6 |
|
2020
Q4 | $13.4M | Buy |
+284,211
| New | +$13.4M | 2.8% | 6 |
|