FWP
Falcon Wealth Planning’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 | $2.77M | Sell |
48,583
-6,588
| -12% | -$376K | 0.28% | 38 |
|
|
2025
Q1 | $2.8M | Sell |
55,171
-2,107
| -4% | -$107K | 0.31% | 36 |
|
|
2024
Q4 | $2.74M | Buy |
57,278
+6,158
| +12% | +$294K | 0.31% | 37 |
|
|
2024
Q3 | $2.7M | Sell |
51,120
-1,634
| -3% | -$86.3K | 0.32% | 36 |
|
|
2024
Q2 | $2.61M | Sell |
52,754
-4,562
| -8% | -$225K | 0.34% | 31 |
|
|
2024
Q1 | $2.88M | Sell |
57,316
-6,571
| -10% | -$330K | 0.46% | 29 |
|
|
2023
Q4 | $3.06M | Buy |
63,887
+9,197
| +17% | +$441K | 0.54% | 27 |
|
|
2023
Q3 | $2.39M | Sell |
54,690
-819
| -1% | -$35.8K | 0.52% | 24 |
|
|
2023
Q2 | $2.56M | Sell |
55,509
-3,515
| -6% | -$162K | 0.57% | 23 |
|
|
2023
Q1 | $2.67M | Buy |
59,024
+405
| +0.7% | +$18.3K | 0.67% | 23 |
|
|
2022
Q4 | $2.46M | Buy |
58,619
+34,587
| +144% | +$1.45M | 0.71% | 23 |
|
|
2022
Q3 | $874K | Sell |
24,032
-26,752
| -53% | -$973K | 0.29% | 32 |
|
|
2022
Q2 | $2.07M | Buy |
50,784
+19,617
| +63% | +$800K | 0.7% | 21 |
|
|
2022
Q1 | $1.5M | Buy |
31,167
+12,312
| +65% | +$591K | 0.47% | 25 |
|
|
2021
Q4 | $963K | Buy |
18,855
+913
| +5% | +$46.6K | 0.32% | 29 |
|
|
2021
Q3 | $906K | Buy |
17,942
+7,943
| +79% | +$401K | 0.34% | 27 |
|
|
2021
Q2 | $515K | Buy |
9,999
+28
| +0.3% | +$1.44K | 0.22% | 41 |
|
|
2021
Q1 | $490K | Buy |
9,971
+52
| +0.5% | +$2.56K | 0.24% | 37 |
|
|
2020
Q4 | $468K | Buy |
+9,919
| New | +$468K | 0.26% | 37 |
|