GWMIA
Global Wealth Management Investment Advisory’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 | $2.46M | Sell |
43,214
-2,407
| -5% | -$137K | 0.46% | 68 |
|
|
2025
Q1 | $2.32M | Sell |
45,621
-351
| -0.8% | -$17.8K | 0.46% | 68 |
|
|
2024
Q4 | $2.2M | Buy |
45,972
+1,164
| +3% | +$55.7K | 0.45% | 68 |
|
|
2024
Q3 | $2.37M | Sell |
44,808
-53
| -0.1% | -$2.8K | 0.51% | 62 |
|
|
2024
Q2 | $2.22M | Sell |
44,861
-2,313
| -5% | -$114K | 0.52% | 61 |
|
|
2024
Q1 | $2.37M | Sell |
47,174
-5,845
| -11% | -$293K | 0.58% | 57 |
|
|
2023
Q4 | $2.54M | Sell |
53,019
-2,779
| -5% | -$133K | 0.65% | 53 |
|
|
2023
Q3 | $2.44M | Sell |
55,798
-2,454
| -4% | -$107K | 0.68% | 53 |
|
|
2023
Q2 | $2.69M | Sell |
58,252
-4,909
| -8% | -$227K | 0.74% | 48 |
|
|
2023
Q1 | $2.85M | Sell |
63,161
-828
| -1% | -$37.4K | 0.86% | 45 |
|
|
2022
Q4 | $2.69M | Sell |
63,989
-582
| -0.9% | -$24.4K | 0.87% | 48 |
|
|
2022
Q3 | $2.35M | Sell |
64,571
-374
| -0.6% | -$13.6K | 0.84% | 43 |
|
|
2022
Q2 | $2.65M | Sell |
64,945
-3,079
| -5% | -$126K | 0.89% | 42 |
|
|
2022
Q1 | $3.27M | Sell |
68,024
-2,549
| -4% | -$122K | 0.97% | 33 |
|
|
2021
Q4 | $3.6M | Sell |
70,573
-1,460
| -2% | -$74.5K | 1.08% | 28 |
|
|
2021
Q3 | $3.64M | Buy |
72,033
+367
| +0.5% | +$18.5K | 1.15% | 26 |
|
|
2021
Q2 | $3.69M | Buy |
71,666
+1,018
| +1% | +$52.4K | 1.23% | 24 |
|
|
2021
Q1 | $3.47M | Sell |
70,648
-6,383
| -8% | -$314K | 1.25% | 26 |
|
|
2020
Q4 | $3.64M | Sell |
77,031
-1,249
| -2% | -$59K | 1.41% | 21 |
|
|
2020
Q3 | $3.2M | Sell |
78,280
-243
| -0.3% | -$9.94K | 1.39% | 20 |
|
|
2020
Q2 | $3.05M | Sell |
78,523
-1,944
| -2% | -$75.4K | 1.3% | 23 |
|
|
2020
Q1 | $2.68M | Buy |
80,467
+2,336
| +3% | +$77.9K | 1.35% | 21 |
|
|
2019
Q4 | $3.44M | Buy |
78,131
+3,121
| +4% | +$137K | 1.46% | 19 |
|
|
2019
Q3 | $3.08M | Buy |
75,010
+2,439
| +3% | +$100K | 1.41% | 19 |
|
|
2019
Q2 | $3.03M | Buy |
72,571
+594
| +0.8% | +$24.8K | 1.47% | 18 |
|
|
2019
Q1 | $2.94M | Buy |
71,977
+4,415
| +7% | +$180K | 1.53% | 14 |
|
|
2018
Q4 | $2.51M | Buy |
+67,562
| New | +$2.51M | 1.46% | 12 |
|