GWP
Gateway Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,566
| Closed | -$473K | – | 290 |
|
|
2024
Q2 | $473K | Buy |
9,566
+4,126
| +76% | +$204K | 0.14% | 151 |
|
|
2024
Q1 | $273K | Buy |
+5,440
| New | +$273K | 0.1% | 185 |
|
|
2023
Q4 | – | Sell |
-11,839
| Closed | -$518K | – | 282 |
|
|
2023
Q3 | $518K | Sell |
11,839
-17,941
| -60% | -$784K | 0.09% | 120 |
|
|
2023
Q2 | $1.38M | Buy |
29,780
+2,990
| +11% | +$138K | 0.25% | 63 |
|
|
2023
Q1 | $1.21M | Buy |
26,790
+2,086
| +8% | +$94.2K | 0.19% | 71 |
|
|
2022
Q4 | $1.04M | Buy |
+24,704
| New | +$1.04M | 0.18% | 66 |
|