DWM
Diversify 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 | $1.28M | Sell |
21,967
-1,779
| -7% | -$104K | 0.08% | 241 |
|
2025
Q1 | $1.26M | Sell |
23,746
-3,062
| -11% | -$162K | 0.09% | 214 |
|
2024
Q4 | $1.27M | Buy |
26,808
+17,011
| +174% | +$809K | 0.1% | 184 |
|
2024
Q3 | $495K | Buy |
9,797
+579
| +6% | +$29.2K | 0.05% | 318 |
|
2024
Q2 | $439K | Buy |
+9,218
| New | +$439K | 0.05% | 305 |
|