GWMR
GC Wealth Management RIA’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 | $2.37M | Sell |
41,609
-3,430
| -8% | -$196K | 0.19% | 116 |
|
2025
Q1 | $2.29M | Buy |
45,039
+10,627
| +31% | +$540K | 0.42% | 63 |
|
2024
Q4 | $1.65M | Buy |
34,412
+612
| +2% | +$29.3K | 0.29% | 73 |
|
2024
Q3 | $1.78M | Buy |
33,800
+3,877
| +13% | +$205K | 0.31% | 72 |
|
2024
Q2 | $1.48M | Sell |
29,923
-3,568
| -11% | -$176K | 0.29% | 69 |
|
2024
Q1 | $1.68M | Buy |
33,491
+28,865
| +624% | +$1.45M | 0.34% | 63 |
|
2023
Q4 | $222K | Buy |
+4,626
| New | +$222K | 0.1% | 200 |
|