EWM
Echo 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 | $242K | Sell |
4,237
-43,555
| -91% | -$2.48M | 0.15% | 44 |
|
|
2025
Q1 | $2.43M | Sell |
47,792
-12,647
| -21% | -$643K | 1.64% | 15 |
|
|
2024
Q4 | $2.89M | Sell |
60,439
-1,259
| -2% | -$60.2K | 2% | 14 |
|
|
2024
Q3 | $3.2M | Sell |
61,698
-3,258
| -5% | -$169K | 2.23% | 12 |
|
|
2024
Q2 | $3.21M | Sell |
64,956
-4,003
| -6% | -$198K | 2.42% | 13 |
|
|
2024
Q1 | $3.46M | Sell |
68,959
-4,136
| -6% | -$208K | 2.87% | 12 |
|
|
2023
Q4 | $3.48M | Sell |
73,095
-2,983
| -4% | -$142K | 3.25% | 11 |
|
|
2023
Q3 | $3.33M | Sell |
76,078
-1,406
| -2% | -$61.5K | 3.58% | 12 |
|
|
2023
Q2 | $3.66M | Sell |
77,484
-4,887
| -6% | -$231K | 3.95% | 10 |
|
|
2023
Q1 | $3.72M | Sell |
82,371
-11,286
| -12% | -$510K | 4.11% | 10 |
|
|
2022
Q4 | $4.22M | Sell |
93,657
-27,107
| -22% | -$1.22M | 4.49% | 7 |
|
|
2022
Q3 | $4.54M | Buy |
120,764
+39,021
| +48% | +$1.47M | 5.98% | 5 |
|
|
2022
Q2 | $3.32M | Sell |
81,743
-11,128
| -12% | -$453K | 4.45% | 6 |
|
|
2022
Q1 | $4.35M | Buy |
92,871
+2,399
| +3% | +$112K | 5.11% | 6 |
|
|
2021
Q4 | $4.58M | Sell |
90,472
-35,690
| -28% | -$1.8M | 5.22% | 5 |
|
|
2021
Q3 | $6.37M | Buy |
126,162
+24,610
| +24% | +$1.24M | 7.55% | 3 |
|
|
2021
Q2 | $5.18M | Sell |
101,552
-59
| -0.1% | -$3.01K | 6.61% | 4 |
|
|
2021
Q1 | $4.99M | Buy |
101,611
+9,137
| +10% | +$449K | 6.28% | 4 |
|
|
2020
Q4 | $4.37M | Buy |
+92,474
| New | +$4.37M | 5.71% | 4 |
|