OCPWS
One Charles Private Wealth Services’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 | $240K | Hold |
4,209
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $214K | Hold |
4,209
| – | – | 0.07% | 131 |
|
|
2024
Q4 | $201K | Hold |
4,209
| – | – | 0.07% | 147 |
|
|
2024
Q3 | $222K | Hold |
4,209
| – | – | 0.08% | 138 |
|
|
2024
Q2 | $208K | Sell |
4,209
-1,515
| -26% | -$74.9K | 0.09% | 139 |
|
|
2024
Q1 | $287K | Buy |
5,724
+124
| +2% | +$6.22K | 0.13% | 115 |
|
|
2023
Q4 | $268K | Buy |
+5,600
| New | +$268K | 0.14% | 111 |
|
|
2022
Q1 | – | Sell |
-7,058
| Closed | -$360K | – | 120 |
|
|
2021
Q4 | $360K | Buy |
+7,058
| New | +$360K | 0.2% | 76 |
|