FWM
Fonville 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 | $11.1M | Buy |
193,905
+4,757
| +3% | +$271K | 2.8% | 9 |
|
2025
Q1 | $9.69M | Buy |
189,148
+35,339
| +23% | +$1.81M | 2.85% | 9 |
|
2024
Q4 | $7.36M | Buy |
153,809
+7,041
| +5% | +$337K | 2.43% | 13 |
|
2024
Q3 | $7.75M | Buy |
146,768
+10,360
| +8% | +$547K | 2.68% | 10 |
|
2024
Q2 | $6.74M | Buy |
136,408
+6,283
| +5% | +$311K | 2.67% | 10 |
|
2024
Q1 | $6.53M | Buy |
130,125
+15,542
| +14% | +$780K | 2.89% | 10 |
|
2023
Q4 | $5.49M | Buy |
+114,583
| New | +$5.49M | 2.91% | 9 |
|