KJWM
Kiley Juergens 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 | $1.46M | Buy |
25,572
+914
| +4% | +$52.1K | 0.34% | 45 |
|
|
2025
Q1 | $1.25M | Buy |
24,658
+2,491
| +11% | +$127K | 0.33% | 46 |
|
|
2024
Q4 | $1.06M | Buy |
22,167
+332
| +2% | +$15.9K | 0.27% | 48 |
|
|
2024
Q3 | $1.15M | Buy |
21,835
+67
| +0.3% | +$3.54K | 0.3% | 48 |
|
|
2024
Q2 | $1.08M | Buy |
21,768
+8,762
| +67% | +$433K | 0.3% | 44 |
|
|
2024
Q1 | $652K | Buy |
13,006
+565
| +5% | +$28.3K | 0.2% | 57 |
|
|
2023
Q4 | $596K | Sell |
12,441
-37
| -0.3% | -$1.77K | 0.2% | 55 |
|
|
2023
Q3 | $546K | Hold |
12,478
| – | – | 0.2% | 62 |
|
|
2023
Q2 | $576K | Hold |
12,478
| – | – | 0.2% | 63 |
|
|
2023
Q1 | $564K | Buy |
12,478
+243
| +2% | +$11K | 0.21% | 64 |
|
|
2022
Q4 | $514K | Sell |
12,235
-846
| -6% | -$35.5K | 0.22% | 64 |
|
|
2022
Q3 | $475K | Sell |
13,081
-2,271
| -15% | -$82.5K | 0.22% | 62 |
|
|
2022
Q2 | $626K | Sell |
15,352
-85
| -0.6% | -$3.47K | 0.3% | 58 |
|
|
2022
Q1 | $741K | Buy |
15,437
+1,125
| +8% | +$54K | 0.36% | 42 |
|
|
2021
Q4 | $731K | Sell |
14,312
-216
| -1% | -$11K | 0.28% | 56 |
|
|
2021
Q3 | $733K | Buy |
14,528
+5
| +0% | +$252 | 0.32% | 51 |
|
|
2021
Q2 | $748K | Sell |
14,523
-977
| -6% | -$50.3K | 0.34% | 50 |
|
|
2021
Q1 | $761K | Buy |
15,500
+1,003
| +7% | +$49.2K | 0.4% | 45 |
|
|
2020
Q4 | $684K | Sell |
14,497
-464
| -3% | -$21.9K | 0.4% | 40 |
|
|
2020
Q3 | $611K | Buy |
14,961
+1,157
| +8% | +$47.3K | 0.45% | 33 |
|
|
2020
Q2 | $535K | Buy |
13,804
+1,116
| +9% | +$43.3K | 0.45% | 34 |
|
|
2020
Q1 | $423K | Sell |
12,688
-3,628
| -22% | -$121K | 0.44% | 35 |
|
|
2019
Q4 | $718K | Buy |
16,316
+4,082
| +33% | +$180K | 0.63% | 32 |
|
|
2019
Q3 | $502K | Sell |
12,234
-721
| -6% | -$29.6K | 0.55% | 32 |
|
|
2019
Q2 | $540K | Buy |
12,955
+479
| +4% | +$20K | 0.61% | 33 |
|
|
2019
Q1 | $509K | Buy |
12,476
+793
| +7% | +$32.4K | 0.63% | 31 |
|
|
2018
Q4 | $433K | Sell |
11,683
-500
| -4% | -$18.5K | 0.61% | 33 |
|
|
2018
Q3 | $527K | Buy |
12,183
+2,182
| +22% | +$94.4K | 0.39% | 53 |
|
|
2018
Q2 | $429K | Buy |
10,001
+2,023
| +25% | +$86.8K | 0.38% | 52 |
|
|
2018
Q1 | $353K | Buy |
7,978
+104
| +1% | +$4.6K | 0.38% | 55 |
|
|
2017
Q4 | $353K | Buy |
+7,874
| New | +$353K | 0.32% | 53 |
|