LWM
Lodestone 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 | $3.25M | Buy |
57,071
+4
| +0% | +$228 | 1.58% | 15 |
|
|
2025
Q1 | $2.9M | Sell |
57,067
-342
| -0.6% | -$17.4K | 1.54% | 16 |
|
|
2024
Q4 | $2.75M | Sell |
57,409
-14
| -0% | -$669 | 1.38% | 24 |
|
|
2024
Q3 | $3.03M | Sell |
57,423
-3,206
| -5% | -$169K | 1.52% | 20 |
|
|
2024
Q2 | $3M | Buy |
60,629
+9,603
| +19% | +$475K | 1.58% | 15 |
|
|
2024
Q1 | $2.56M | Buy |
51,026
+1,358
| +3% | +$68.1K | 1.34% | 26 |
|
|
2023
Q4 | $2.38M | Buy |
49,668
+5,944
| +14% | +$285K | 1.38% | 26 |
|
|
2023
Q3 | $1.91M | Buy |
43,724
+1,966
| +5% | +$86K | 1.34% | 24 |
|
|
2023
Q2 | $1.93M | Buy |
41,758
+1,566
| +4% | +$72.3K | 1.32% | 23 |
|
|
2023
Q1 | $1.82M | Buy |
40,192
+2,760
| +7% | +$125K | 1.4% | 22 |
|
|
2022
Q4 | $1.57M | Buy |
+37,432
| New | +$1.57M | 1.27% | 30 |
|