GWM
GSB 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 | $4.66M | Sell |
81,668
-1,911
| -2% | -$109K | 1.14% | 20 |
|
|
2025
Q1 | $4.25M | Sell |
83,579
-9,872
| -11% | -$502K | 1.12% | 19 |
|
|
2024
Q4 | $4.47M | Sell |
93,451
-1,066
| -1% | -$51K | 1.15% | 16 |
|
|
2024
Q3 | $4.99M | Buy |
94,517
+2,909
| +3% | +$154K | 1.28% | 16 |
|
|
2024
Q2 | $4.53M | Buy |
91,608
+7,309
| +9% | +$361K | 1.24% | 15 |
|
|
2024
Q1 | $4.23M | Buy |
84,299
+4,660
| +6% | +$234K | 1.19% | 17 |
|
|
2023
Q4 | $3.81M | Buy |
79,639
+1,343
| +2% | +$64.3K | 1.17% | 17 |
|
|
2023
Q3 | $3.42M | Buy |
78,296
+2,596
| +3% | +$113K | 1.15% | 18 |
|
|
2023
Q2 | $3.5M | Buy |
75,700
+19,348
| +34% | +$893K | 1.14% | 16 |
|
|
2023
Q1 | $2.55M | Buy |
56,352
+3,850
| +7% | +$174K | 0.83% | 33 |
|
|
2022
Q4 | $2.2M | Buy |
52,502
+6,428
| +14% | +$270K | 0.79% | 43 |
|
|
2022
Q3 | $1.68M | Buy |
46,074
+4,020
| +10% | +$146K | 0.61% | 54 |
|
|
2022
Q2 | $1.72M | Buy |
42,054
+1,083
| +3% | +$44.2K | 0.58% | 59 |
|
|
2022
Q1 | $1.97M | Buy |
40,971
+20,707
| +102% | +$995K | 0.57% | 57 |
|
|
2021
Q4 | $1.04M | Buy |
20,264
+11,464
| +130% | +$586K | 0.3% | 107 |
|
|
2021
Q3 | $444K | Buy |
8,800
+443
| +5% | +$22.4K | 0.23% | 95 |
|
|
2021
Q2 | $431K | Buy |
8,357
+1,357
| +19% | +$70K | 0.13% | 163 |
|
|
2021
Q1 | $344K | Buy |
+7,000
| New | +$344K | 0.11% | 167 |
|