National Wealth Management Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $220K | Sell |
4,324
-495
| -10% | -$25.2K | 0.14% | 135 |
|
|
2024
Q4 | $230K | Buy |
4,819
+193
| +4% | +$9.23K | 0.15% | 129 |
|
|
2024
Q3 | $244K | Hold |
4,626
| – | – | 0.17% | 126 |
|
|
2024
Q2 | $229K | Buy |
4,626
+43
| +0.9% | +$2.13K | 0.17% | 121 |
|
|
2024
Q1 | $230K | Sell |
4,583
-178
| -4% | -$8.93K | 0.18% | 121 |
|
|
2023
Q4 | $228K | Sell |
4,761
-35
| -0.7% | -$1.68K | 0.22% | 121 |
|
|
2023
Q3 | $210K | Hold |
4,796
| – | – | 0.23% | 117 |
|
|
2023
Q2 | $222K | Sell |
4,796
-707
| -13% | -$32.7K | 0.23% | 117 |
|
|
2023
Q1 | $253K | Buy |
5,503
+168
| +3% | +$7.74K | 0.29% | 111 |
|
|
2022
Q4 | $224K | Sell |
5,335
-174
| -3% | -$7.3K | 0.27% | 117 |
|
|
2022
Q3 | $200K | Sell |
5,509
-209
| -4% | -$7.6K | 0.26% | 117 |
|
|
2022
Q2 | $233K | Hold |
5,718
| – | – | 0.29% | 94 |
|
|
2022
Q1 | $275K | Hold |
5,718
| – | – | 0.26% | 89 |
|
|
2021
Q4 | $292K | Buy |
+5,718
| New | +$292K | 0.27% | 91 |
|