EWM
Evermay 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 | $2.44M | Sell |
42,712
-5,178
| -11% | -$295K | 0.3% | 37 |
|
|
2025
Q1 | $2.43M | Buy |
47,890
+103
| +0.2% | +$5.24K | 0.32% | 37 |
|
|
2024
Q4 | $2.29M | Sell |
47,787
-319
| -0.7% | -$15.3K | 0.35% | 40 |
|
|
2024
Q3 | $2.54M | Buy |
48,106
+324
| +0.7% | +$17.1K | 0.41% | 37 |
|
|
2024
Q2 | $2.36M | Sell |
47,782
-1,363
| -3% | -$67.4K | 0.38% | 40 |
|
|
2024
Q1 | $2.47M | Buy |
49,145
+565
| +1% | +$28.3K | 0.37% | 40 |
|
|
2023
Q4 | $2.33M | Sell |
48,580
-937
| -2% | -$44.9K | 0.43% | 30 |
|
|
2023
Q3 | $2.16M | Sell |
49,517
-6,856
| -12% | -$300K | 0.44% | 31 |
|
|
2023
Q2 | $2.6M | Sell |
56,373
-9,444
| -14% | -$436K | 0.5% | 23 |
|
|
2023
Q1 | $2.97M | Sell |
65,817
-15,900
| -19% | -$718K | 0.6% | 19 |
|
|
2022
Q4 | $3.43M | Buy |
81,717
+5,105
| +7% | +$214K | 0.7% | 18 |
|
|
2022
Q3 | $2.79M | Buy |
76,612
+2,301
| +3% | +$83.7K | 0.55% | 21 |
|
|
2022
Q2 | $3.03M | Sell |
74,311
-52,727
| -42% | -$2.15M | 0.59% | 19 |
|
|
2022
Q1 | $6.1M | Buy |
127,038
+100,474
| +378% | +$4.83M | 1.02% | 15 |
|
|
2021
Q4 | $1.36M | Buy |
26,564
+6,206
| +30% | +$317K | 0.24% | 37 |
|
|
2021
Q3 | $1.03M | Buy |
20,358
+861
| +4% | +$43.5K | 0.2% | 43 |
|
|
2021
Q2 | $1M | Buy |
19,497
+3,850
| +25% | +$198K | 0.19% | 52 |
|
|
2021
Q1 | $768K | Sell |
15,647
-1,592
| -9% | -$78.1K | 0.15% | 64 |
|
|
2020
Q4 | $814K | Sell |
17,239
-668
| -4% | -$31.5K | 0.18% | 57 |
|
|
2020
Q3 | $732K | Sell |
17,907
-4,327
| -19% | -$177K | 0.18% | 60 |
|
|
2020
Q2 | $862K | Sell |
22,234
-17,443
| -44% | -$676K | 0.23% | 46 |
|
|
2020
Q1 | $1.32M | Buy |
39,677
+2,955
| +8% | +$98.5K | 0.4% | 29 |
|
|
2019
Q4 | $1.62M | Sell |
36,722
-1,658
| -4% | -$73.1K | 0.4% | 31 |
|
|
2019
Q3 | $1.58M | Sell |
38,380
-3,453
| -8% | -$142K | 0.43% | 26 |
|
|
2019
Q2 | $1.75M | Sell |
41,833
-3,698
| -8% | -$154K | 0.48% | 24 |
|
|
2019
Q1 | $1.86M | Sell |
45,531
-5,786
| -11% | -$236K | 0.53% | 22 |
|
|
2018
Q4 | $1.9M | Sell |
51,317
-27,373
| -35% | -$1.02M | 0.62% | 20 |
|
|
2018
Q3 | $3.41M | Buy |
78,690
+1,593
| +2% | +$68.9K | 1.06% | 12 |
|
|
2018
Q2 | $3.31M | Buy |
77,097
+2,151
| +3% | +$92.3K | 1.1% | 11 |
|
|
2018
Q1 | $3.32M | Buy |
74,946
+34,449
| +85% | +$1.52M | 1.14% | 11 |
|
|
2017
Q4 | $1.82M | Buy |
40,497
+4,703
| +13% | +$211K | 0.67% | 17 |
|
|
2017
Q3 | $1.55M | Buy |
35,794
+1,263
| +4% | +$54.8K | 0.67% | 17 |
|
|
2017
Q2 | $1.43M | Buy |
34,531
+1,090
| +3% | +$45K | 0.63% | 18 |
|
|
2017
Q1 | $1.31M | Sell |
33,441
-904
| -3% | -$35.5K | 0.59% | 17 |
|
|
2016
Q4 | $1.26M | Sell |
34,345
-105,818
| -75% | -$3.87M | 0.61% | 18 |
|
|
2016
Q3 | $5.24M | Sell |
140,163
-38,471
| -22% | -$1.44M | 2.64% | 9 |
|
|
2016
Q2 | $6.32M | Buy |
178,634
+10,591
| +6% | +$374K | 3.3% | 8 |
|
|
2016
Q1 | $6.03M | Buy |
168,043
+9,144
| +6% | +$328K | 3.38% | 7 |
|
|
2015
Q4 | $5.84M | Sell |
158,899
-12,277
| -7% | -$451K | 3.44% | 7 |
|
|
2015
Q3 | $6.1M | Buy |
171,176
+17,832
| +12% | +$636K | 3.66% | 6 |
|
|
2015
Q2 | $6.08M | Buy |
153,344
+9,915
| +7% | +$393K | 3.62% | 7 |
|
|
2015
Q1 | $5.71M | Buy |
143,429
+87,551
| +157% | +$3.49M | 3.38% | 7 |
|
|
2014
Q4 | $2.12M | Buy |
+55,878
| New | +$2.12M | 1.37% | 12 |
|