LWP
Laurel Wealth Planning’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 | $4.27M | Buy |
+74,884
| New | +$4.27M | 2.43% | 17 |
|
|
2025
Q1 | – | Sell |
-57,327
| Closed | -$2.74M | – | 57 |
|
|
2024
Q4 | $2.74M | Buy |
57,327
+1,913
| +3% | +$91.5K | 1.77% | 20 |
|
|
2024
Q3 | $2.93M | Sell |
55,414
-397
| -0.7% | -$21K | 1.91% | 19 |
|
|
2024
Q2 | $2.76M | Sell |
55,811
-8,605
| -13% | -$425K | 1.92% | 18 |
|
|
2024
Q1 | $3.23M | Buy |
64,416
+777
| +1% | +$39K | 2.15% | 16 |
|
|
2023
Q4 | $3.05M | Sell |
63,639
-53,567
| -46% | -$2.57M | 2.16% | 17 |
|
|
2023
Q3 | $5.12M | Buy |
117,206
+23,884
| +26% | +$1.04M | 3.99% | 9 |
|
|
2023
Q2 | $4.31M | Buy |
93,322
+11,055
| +13% | +$511K | 3.08% | 9 |
|
|
2023
Q1 | $3.72M | Buy |
82,267
+26,832
| +48% | +$1.21M | 2.46% | 14 |
|
|
2022
Q4 | $2.33M | Buy |
55,435
+1,471
| +3% | +$61.7K | 1.5% | 27 |
|
|
2022
Q3 | $1.96M | Buy |
53,964
+1,044
| +2% | +$38K | 1.44% | 27 |
|
|
2022
Q2 | $2.16M | Buy |
52,920
+7,259
| +16% | +$296K | 1.52% | 24 |
|
|
2022
Q1 | $2.19M | Buy |
45,661
+3,469
| +8% | +$167K | 1.48% | 22 |
|
|
2021
Q4 | $2.15M | Buy |
42,192
+1,860
| +5% | +$95K | 1.63% | 22 |
|
|
2021
Q3 | $2.04M | Buy |
40,332
+302
| +0.8% | +$15.2K | 1.64% | 21 |
|
|
2021
Q2 | $2.06M | Buy |
40,030
+242
| +0.6% | +$12.5K | 1.8% | 20 |
|
|
2021
Q1 | $1.95M | Sell |
39,788
-5,481
| -12% | -$269K | 1.79% | 21 |
|
|
2020
Q4 | $2.14M | Buy |
+45,269
| New | +$2.14M | 2.08% | 21 |
|