LWAM
Legacy Wealth Asset 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 | $225K | Buy |
+3,949
| New | +$225K | 0.06% | 336 |
|
|
2024
Q4 | – | Sell |
-3,994
| Closed | -$211K | – | 361 |
|
|
2024
Q3 | $211K | Sell |
3,994
-544
| -12% | -$28.7K | 0.06% | 335 |
|
|
2024
Q2 | $224K | Sell |
4,538
-280
| -6% | -$13.8K | 0.06% | 322 |
|
|
2024
Q1 | $242K | Hold |
4,818
| – | – | 0.07% | 320 |
|
|
2023
Q4 | $231K | Buy |
4,818
+54
| +1% | +$2.59K | 0.08% | 321 |
|
|
2023
Q3 | $208K | Sell |
4,764
-124
| -3% | -$5.42K | 0.08% | 318 |
|
|
2023
Q2 | $226K | Sell |
4,888
-1,456
| -23% | -$67.2K | 0.08% | 324 |
|
|
2023
Q1 | $287K | Buy |
6,344
+1,415
| +29% | +$63.9K | 0.1% | 291 |
|
|
2022
Q4 | $207K | Buy |
+4,929
| New | +$207K | 0.08% | 326 |
|
|
2022
Q3 | – | Sell |
-5,362
| Closed | -$219K | – | 367 |
|
|
2022
Q2 | $219K | Hold |
5,362
| – | – | 0.09% | 284 |
|
|
2022
Q1 | $258K | Buy |
5,362
+406
| +8% | +$19.5K | 0.09% | 265 |
|
|
2021
Q4 | $253K | Buy |
4,956
+154
| +3% | +$7.86K | 0.09% | 281 |
|
|
2021
Q3 | $242K | Hold |
4,802
| – | – | 0.11% | 265 |
|
|
2021
Q2 | $247K | Buy |
4,802
+34
| +0.7% | +$1.75K | 0.11% | 269 |
|
|
2021
Q1 | $234K | Sell |
4,768
-5
| -0.1% | -$245 | 0.11% | 268 |
|
|
2020
Q4 | $225K | Buy |
+4,773
| New | +$225K | 0.11% | 265 |
|