LWM
Liberty 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 | $1.86M | Buy |
+32,685
| New | +$1.86M | 0.29% | 58 |
|
|
2025
Q1 | – | Sell |
-32,681
| Closed | -$1.57M | – | 204 |
|
|
2024
Q4 | $1.57M | Buy |
32,681
+295
| +0.9% | +$14.2K | 0.26% | 61 |
|
|
2024
Q3 | $1.7M | Sell |
32,386
-87
| -0.3% | -$4.58K | 0.29% | 58 |
|
|
2024
Q2 | $1.61M | Buy |
32,473
+2,735
| +9% | +$135K | 0.29% | 58 |
|
|
2024
Q1 | $1.5M | Buy |
29,738
+21,998
| +284% | +$1.11M | 0.29% | 56 |
|
|
2023
Q4 | $1.34M | Sell |
7,740
-17,223
| -69% | -$2.97M | 0.29% | 55 |
|
|
2023
Q3 | $1.09M | Sell |
24,963
-1,936
| -7% | -$84.6K | 0.27% | 53 |
|
|
2023
Q2 | $1.21M | Buy |
26,899
+1,279
| +5% | +$57.4K | 0.3% | 48 |
|
|
2023
Q1 | $1.15M | Buy |
+25,620
| New | +$1.15M | 0.24% | 63 |
|
|
2022
Q3 | $1.75M | Buy |
48,040
+7,709
| +19% | +$280K | 0.47% | 36 |
|
|
2022
Q2 | $1.85M | Sell |
40,331
-3,960
| -9% | -$181K | 0.75% | 31 |
|
|
2022
Q1 | $2.07M | Buy |
44,291
+42,455
| +2,312% | +$1.98M | 0.75% | 31 |
|
|
2021
Q4 | $96K | Sell |
1,836
-44,161
| -96% | -$2.31M | 4.17% | 7 |
|
|
2021
Q3 | $2.35M | Buy |
45,997
+24,679
| +116% | +$1.26M | 0.84% | 28 |
|
|
2021
Q2 | $1.1M | Buy |
21,318
+2,096
| +11% | +$108K | 0.43% | 37 |
|
|
2021
Q1 | $913K | Hold |
19,222
| – | – | 0.45% | 34 |
|
|
2020
Q4 | $913K | Buy |
19,222
+535
| +3% | +$25.4K | 0.45% | 34 |
|
|
2020
Q3 | $764K | Buy |
18,687
+1,267
| +7% | +$51.8K | 0.45% | 35 |
|
|
2020
Q2 | $676K | Sell |
17,420
-2,723
| -14% | -$106K | 0.48% | 37 |
|
|
2020
Q1 | $672K | Sell |
20,143
-394
| -2% | -$13.1K | 0.59% | 32 |
|
|
2019
Q4 | $905K | Sell |
20,537
-2,167
| -10% | -$95.5K | 0.71% | 25 |
|
|
2019
Q3 | $933K | Buy |
22,704
+3,245
| +17% | +$133K | 0.88% | 23 |
|
|
2019
Q2 | $812K | Sell |
19,459
-152
| -0.8% | -$6.34K | 0.71% | 24 |
|
|
2019
Q1 | $801K | Buy |
19,611
+210
| +1% | +$8.58K | 0.6% | 19 |
|
|
2018
Q4 | $719K | Buy |
+19,401
| New | +$719K | 0.54% | 22 |
|