HPWM
High Pines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.35M | Sell |
195,121
-2,038
| -1% | -$97.6K | 14.25% | 2 |
|
|
2023
Q3 | $8.62M | Sell |
197,159
-1,630
| -0.8% | -$71.3K | 14.18% | 2 |
|
|
2023
Q2 | $9.18M | Buy |
198,789
+510
| +0.3% | +$23.6K | 13.99% | 2 |
|
|
2023
Q1 | $8.96M | Sell |
198,279
-126
| -0.1% | -$5.69K | 14.87% | 2 |
|
|
2022
Q4 | $8.33M | Buy |
198,405
+2,213
| +1% | +$92.9K | 14.6% | 1 |
|
|
2022
Q3 | $7.13M | Buy |
196,192
+1,018
| +0.5% | +$37K | 13.62% | 2 |
|
|
2022
Q2 | $7.96M | Buy |
195,174
+628
| +0.3% | +$25.6K | 14.7% | 2 |
|
|
2022
Q1 | $9.34M | Buy |
194,546
+11,148
| +6% | +$535K | 6.87% | 2 |
|
|
2021
Q4 | $9.36M | Buy |
183,398
+13,034
| +8% | +$665K | 6.53% | 2 |
|
|
2021
Q3 | $8.6M | Buy |
170,364
+2,239
| +1% | +$113K | 5.91% | 2 |
|
|
2021
Q2 | $8.66M | Buy |
168,125
+30,568
| +22% | +$1.57M | 6.53% | 2 |
|
|
2021
Q1 | $6.76M | Sell |
137,557
-1,139
| -0.8% | -$55.9K | 5.97% | 2 |
|
|
2020
Q4 | $6.55M | Buy |
+138,696
| New | +$6.55M | 6.06% | 3 |
|