LWM
Lakeridge 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 | $309K | Buy |
5,428
+21
| +0.4% | +$1.2K | 0.14% | 116 |
|
|
2025
Q1 | $275K | Sell |
5,407
-308
| -5% | -$15.7K | 0.14% | 127 |
|
|
2024
Q4 | $273K | Buy |
5,715
+302
| +6% | +$14.4K | 0.14% | 124 |
|
|
2024
Q3 | $286K | Sell |
5,413
-2,097
| -28% | -$111K | 0.16% | 117 |
|
|
2024
Q2 | $371K | Buy |
7,510
+2,822
| +60% | +$139K | 0.22% | 90 |
|
|
2024
Q1 | $235K | Buy |
+4,688
| New | +$235K | 0.15% | 115 |
|