HWM
Horizons 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 | $12M | Sell |
210,393
-1,061
| -0.5% | -$60.5K | 8.55% | 2 |
|
|
2025
Q1 | $10.7M | Buy |
211,454
+2,842
| +1% | +$144K | 8% | 2 |
|
|
2024
Q4 | $9.98M | Buy |
208,612
+1,599
| +0.8% | +$76.5K | 7.61% | 2 |
|
|
2024
Q3 | $10.9M | Sell |
207,013
-3,023
| -1% | -$160K | 8.4% | 2 |
|
|
2024
Q2 | $10.6M | Sell |
210,036
-71,230
| -25% | -$3.58M | 8.36% | 2 |
|
|
2024
Q1 | $13.5M | Hold |
281,266
| – | – | 8.83% | 2 |
|
|
2023
Q4 | $13.5M | Buy |
281,266
+6,286
| +2% | +$301K | 8.83% | 2 |
|
|
2023
Q3 | $12M | Buy |
274,980
+749
| +0.3% | +$32.7K | 8.77% | 2 |
|
|
2023
Q2 | $12.6M | Sell |
274,231
-83
| -0% | -$3.82K | 8.96% | 2 |
|
|
2023
Q1 | $12.4M | Buy |
274,314
+8,786
| +3% | +$397K | 9.09% | 2 |
|
|
2022
Q4 | $11.2M | Buy |
265,528
+8,091
| +3% | +$340K | 8.93% | 2 |
|
|
2022
Q3 | $9.36M | Buy |
257,437
+525
| +0.2% | +$19.1K | 8.62% | 2 |
|
|
2022
Q2 | $11M | Buy |
+256,912
| New | +$11M | 9.03% | 3 |
|