HWM
Hohimer 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 | $10.5M | Buy |
183,575
+19,517
| +12% | +$1.11M | 1.86% | 6 |
|
2025
Q1 | $8.34M | Buy |
164,058
+30,630
| +23% | +$1.56M | 1.62% | 7 |
|
2024
Q4 | $6.38M | Sell |
133,428
-14,122
| -10% | -$675K | 1.2% | 16 |
|
2024
Q3 | $7.79M | Buy |
147,550
+3,956
| +3% | +$209K | 1.68% | 6 |
|
2024
Q2 | $7.1M | Sell |
143,594
-4,546
| -3% | -$225K | 1.65% | 6 |
|
2024
Q1 | $7.43M | Buy |
148,140
+22,781
| +18% | +$1.14M | 1.74% | 5 |
|
2023
Q4 | $6M | Sell |
125,359
-16,363
| -12% | -$784K | 1.52% | 10 |
|
2023
Q3 | $6.2M | Buy |
141,722
+71,158
| +101% | +$3.11M | 1.77% | 6 |
|
2023
Q2 | $3.26M | Buy |
70,564
+43,425
| +160% | +$2.01M | 0.9% | 34 |
|
2023
Q1 | $1.23M | Buy |
+27,139
| New | +$1.23M | 0.36% | 74 |
|
2020
Q1 | – | Sell |
-4,687
| Closed | -$207K | – | 226 |
|
2019
Q4 | $207K | Buy |
+4,687
| New | +$207K | 0.07% | 217 |
|