KPWG
KFA Private Wealth Group’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 | $687K | Buy |
12,057
+2,156
| +22% | +$123K | 0.21% | 58 |
|
|
2025
Q1 | $503K | Buy |
9,901
+2,015
| +26% | +$102K | 0.18% | 62 |
|
|
2024
Q4 | $377K | Buy |
7,886
+148
| +2% | +$7.08K | 0.16% | 61 |
|
|
2024
Q3 | $409K | Sell |
7,738
-82
| -1% | -$4.33K | 0.2% | 51 |
|
|
2024
Q2 | $386K | Sell |
7,820
-6,485
| -45% | -$321K | 0.2% | 55 |
|
|
2024
Q1 | $718K | Buy |
14,305
+4,706
| +49% | +$236K | 0.22% | 44 |
|
|
2023
Q4 | $460K | Buy |
9,599
+490
| +5% | +$23.5K | 0.16% | 53 |
|
|
2023
Q3 | $398K | Buy |
+9,109
| New | +$398K | 0.17% | 53 |
|
|
2021
Q2 | – | Sell |
-6,325
| Closed | -$311K | – | 79 |
|
|
2021
Q1 | $311K | Buy |
+6,325
| New | +$311K | 0.18% | 56 |
|
|
2020
Q1 | – | Sell |
-4,881
| Closed | -$215K | – | 57 |
|
|
2019
Q4 | $215K | Buy |
+4,881
| New | +$215K | 0.2% | 48 |
|