IWM
IHT 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 | $5.07M | Buy |
88,944
+3,144
| +4% | +$179K | 0.14% | 148 |
|
|
2025
Q1 | $4.42M | Sell |
85,800
-122
| -0.1% | -$6.29K | 0.14% | 147 |
|
|
2024
Q4 | $4.11M | Sell |
85,922
-3,667
| -4% | -$175K | 0.13% | 152 |
|
|
2024
Q3 | $4.69M | Buy |
89,589
+4,993
| +6% | +$261K | 0.13% | 152 |
|
|
2024
Q2 | $4.17M | Sell |
84,596
-4,250
| -5% | -$209K | 0.16% | 133 |
|
|
2024
Q1 | $4.46M | Sell |
88,846
-42,524
| -32% | -$2.13M | 0.18% | 114 |
|
|
2023
Q4 | $6.29M | Buy |
131,370
+20,164
| +18% | +$966K | 0.28% | 80 |
|
|
2023
Q3 | $4.86M | Sell |
111,206
-6,790
| -6% | -$297K | 0.25% | 91 |
|
|
2023
Q2 | $5.45M | Sell |
117,996
-23,119
| -16% | -$1.07M | 0.28% | 76 |
|
|
2023
Q1 | $6.37M | Buy |
141,115
+23,364
| +20% | +$1.06M | 0.36% | 56 |
|
|
2022
Q4 | $4.94M | Sell |
117,751
-26,947
| -19% | -$1.13M | 0.31% | 75 |
|
|
2022
Q3 | $5.26M | Buy |
144,698
+42,883
| +42% | +$1.56M | 0.4% | 48 |
|
|
2022
Q2 | $4.15M | Sell |
101,815
-1,278
| -1% | -$52.1K | 0.37% | 50 |
|
|
2022
Q1 | $4.95M | Sell |
103,093
-41,778
| -29% | -$2.01M | 0.38% | 47 |
|
|
2021
Q4 | $7.4M | Buy |
144,871
+19,304
| +15% | +$986K | 0.55% | 31 |
|
|
2021
Q3 | $6.34M | Buy |
125,567
+9,840
| +9% | +$497K | 0.52% | 36 |
|
|
2021
Q2 | $5.96M | Buy |
115,727
+2,317
| +2% | +$119K | 0.38% | 49 |
|
|
2021
Q1 | $5.57M | Sell |
113,410
-575
| -0.5% | -$28.2K | 0.4% | 49 |
|
|
2020
Q4 | $5.38M | Sell |
113,985
-1,939
| -2% | -$91.5K | 0.45% | 40 |
|
|
2020
Q3 | $4.74M | Sell |
115,924
-7,086
| -6% | -$290K | 0.48% | 34 |
|
|
2020
Q2 | $4.77M | Sell |
123,010
-17,049
| -12% | -$661K | 0.65% | 24 |
|
|
2020
Q1 | $4.67M | Sell |
140,059
-205,684
| -59% | -$6.86M | 0.67% | 22 |
|
|
2019
Q4 | $15.2M | Buy |
345,743
+30,403
| +10% | +$1.34M | 1.8% | 6 |
|
|
2019
Q3 | $13M | Buy |
315,340
+58,089
| +23% | +$2.39M | 1.76% | 6 |
|
|
2019
Q2 | $10.7M | Buy |
257,251
+13,161
| +5% | +$549K | 1.56% | 6 |
|
|
2019
Q1 | $9.98M | Buy |
244,090
+64,730
| +36% | +$2.65M | 1.66% | 5 |
|
|
2018
Q4 | $6.65M | Buy |
179,360
+52,212
| +41% | +$1.94M | 1.28% | 8 |
|
|
2018
Q3 | $5.5M | Buy |
127,148
+22,722
| +22% | +$983K | 1.19% | 14 |
|
|
2018
Q2 | $4.48M | Buy |
104,426
+6,314
| +6% | +$271K | 1.14% | 10 |
|
|
2018
Q1 | $4.28M | Buy |
98,112
+15,651
| +19% | +$682K | 1.15% | 8 |
|
|
2017
Q4 | $3.81M | Buy |
82,461
+8,189
| +11% | +$378K | 1.01% | 10 |
|
|
2017
Q3 | $3.22M | Buy |
74,272
+1,914
| +3% | +$83K | 1.37% | 9 |
|
|
2017
Q2 | $376 | Buy |
72,358
+862
| +1% | +$4 | 0.18% | 141 |
|
|
2017
Q1 | $2.79M | Buy |
71,496
+9,769
| +16% | +$381K | 1.86% | 4 |
|
|
2016
Q4 | $2.27M | Buy |
+61,727
| New | +$2.27M | 1.72% | 5 |
|