IWS
Insight Wealth Strategies’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 | $270K | Buy |
+4,744
| New | +$270K | 0.03% | 145 |
|
2022
Q2 | – | Sell |
-4,683
| Closed | -$225K | – | 163 |
|
2022
Q1 | $225K | Buy |
4,683
+8
| +0.2% | +$384 | 0.03% | 147 |
|
2021
Q4 | $239K | Sell |
4,675
-44
| -0.9% | -$2.25K | 0.03% | 141 |
|
2021
Q3 | $238K | Buy |
4,719
+16
| +0.3% | +$807 | 0.03% | 173 |
|
2021
Q2 | $242K | Buy |
4,703
+34
| +0.7% | +$1.75K | 0.03% | 169 |
|
2021
Q1 | $229K | Sell |
4,669
-114
| -2% | -$5.59K | 0.03% | 206 |
|
2020
Q4 | $226K | Buy |
+4,783
| New | +$226K | 0.04% | 206 |
|
2020
Q1 | – | Sell |
-5,411
| Closed | -$238K | – | 194 |
|
2019
Q4 | $238K | Buy |
+5,411
| New | +$238K | 0.05% | 182 |
|