PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $289K | Hold |
5,064
| – | – | 0.05% | 164 |
|
|
2025
Q1 | $257K | Sell |
5,064
-402
| -7% | -$20.4K | 0.05% | 162 |
|
|
2024
Q4 | $261K | Hold |
5,466
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $289K | Sell |
5,466
-1,914
| -26% | -$101K | 0.05% | 156 |
|
|
2024
Q2 | $365K | Hold |
7,380
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $370K | Buy |
+7,380
| New | +$370K | 0.07% | 138 |
|