GM
GeoWealth 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 | $862K | Sell |
15,116
-31,817
| -68% | -$1.81M | 0.03% | 294 |
|
2025
Q1 | $2.39M | Buy |
46,933
+34,997
| +293% | +$1.78M | 0.1% | 120 |
|
2024
Q4 | $571K | Buy |
11,936
+4,249
| +55% | +$203K | 0.02% | 442 |
|
2024
Q3 | $406K | Buy |
7,687
+3,414
| +80% | +$180K | 0.01% | 513 |
|
2024
Q2 | $211K | Buy |
4,273
+459
| +12% | +$22.7K | 0.01% | 663 |
|
2024
Q1 | $191K | Buy |
3,814
+1,226
| +47% | +$61.5K | 0.01% | 695 |
|
2023
Q4 | $124K | Sell |
2,588
-586
| -18% | -$28.1K | 0.01% | 561 |
|
2023
Q3 | $139K | Hold |
3,174
| – | – | 0.02% | 314 |
|
2023
Q2 | $147K | Hold |
3,174
| – | – | 0.02% | 263 |
|
2023
Q1 | $143K | Hold |
3,174
| – | – | 0.02% | 225 |
|
2022
Q4 | $133K | Buy |
+3,174
| New | +$133K | 0.01% | 264 |
|
2019
Q4 | – | Sell |
-333,755
| Closed | -$13.7M | – | 215 |
|
2019
Q3 | $13.7M | Buy |
333,755
+326,598
| +4,563% | +$13.4M | 3.08% | 7 |
|
2019
Q2 | $299K | Buy |
+7,157
| New | +$299K | 0.79% | 32 |
|