PWM
Paulson 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 | $9.23M | Sell |
161,915
-873
| -0.5% | -$49.8K | 2.39% | 11 |
|
|
2025
Q1 | $8.27M | Sell |
162,788
-1,974
| -1% | -$100K | 2.33% | 11 |
|
|
2024
Q4 | $7.88M | Sell |
164,762
-10,915
| -6% | -$522K | 2.15% | 11 |
|
|
2024
Q3 | $9.28M | Buy |
175,677
+14,079
| +9% | +$744K | 2.48% | 10 |
|
|
2024
Q2 | $7.99M | Sell |
161,598
-624
| -0.4% | -$30.8K | 2.33% | 10 |
|
|
2024
Q1 | $8.14M | Buy |
162,222
+13,777
| +9% | +$691K | 2.39% | 10 |
|
|
2023
Q4 | $7.11M | Buy |
148,445
+29,113
| +24% | +$1.39M | 2.28% | 10 |
|
|
2023
Q3 | $5.22M | Buy |
119,332
+9,895
| +9% | +$433K | 1.82% | 13 |
|
|
2023
Q2 | $5.05M | Buy |
109,437
+40,030
| +58% | +$1.85M | 1.73% | 13 |
|
|
2023
Q1 | $3.14M | Sell |
69,407
-1,655
| -2% | -$74.8K | 1.39% | 14 |
|
|
2022
Q4 | $2.98M | Sell |
71,062
-9,968
| -12% | -$418K | 1.46% | 14 |
|
|
2022
Q3 | $2.95M | Buy |
81,030
+41,063
| +103% | +$1.49M | 1.59% | 13 |
|
|
2022
Q2 | $1.63M | Buy |
39,967
+2,687
| +7% | +$110K | 0.86% | 15 |
|
|
2022
Q1 | $1.79M | Buy |
37,280
+4,056
| +12% | +$195K | 0.82% | 15 |
|
|
2021
Q4 | $1.7M | Buy |
33,224
+5,808
| +21% | +$296K | 0.76% | 17 |
|
|
2021
Q3 | $1.38M | Sell |
27,416
-641
| -2% | -$32.4K | 0.66% | 20 |
|
|
2021
Q2 | $1.45M | Sell |
28,057
-490
| -2% | -$25.2K | 0.7% | 20 |
|
|
2021
Q1 | $1.46M | Buy |
28,547
+162
| +0.6% | +$8.27K | 0.72% | 20 |
|
|
2020
Q4 | $1.34M | Sell |
28,385
-2,797
| -9% | -$132K | 0.78% | 20 |
|
|
2020
Q3 | $1.28M | Sell |
31,182
-6,080
| -16% | -$249K | 0.82% | 23 |
|
|
2020
Q2 | $1.45M | Sell |
37,262
-2,735
| -7% | -$106K | 1.01% | 19 |
|
|
2020
Q1 | $1.36M | Sell |
39,997
-18,502
| -32% | -$629K | 1.04% | 18 |
|
|
2019
Q4 | $2.61M | Sell |
58,499
-21,055
| -26% | -$940K | 1.85% | 12 |
|
|
2019
Q3 | $3.27M | Sell |
79,554
-109
| -0.1% | -$4.48K | 2.46% | 9 |
|
|
2019
Q2 | $3.34M | Sell |
79,663
-602
| -0.8% | -$25.2K | 2.49% | 8 |
|
|
2019
Q1 | $3.28M | Sell |
80,265
-119
| -0.1% | -$4.86K | 2.49% | 6 |
|
|
2018
Q4 | $3.12M | Buy |
80,384
+18,582
| +30% | +$720K | 2.57% | 5 |
|
|
2018
Q3 | $2.47M | Buy |
61,802
+898
| +1% | +$35.8K | 2.21% | 7 |
|
|
2018
Q2 | $2.61M | Sell |
60,904
-2,089
| -3% | -$89.6K | 2.58% | 7 |
|
|
2018
Q1 | $2.79M | Buy |
62,993
+1,469
| +2% | +$65K | 2.77% | 7 |
|
|
2017
Q4 | $2.76M | Buy |
+61,524
| New | +$2.76M | 2.42% | 5 |
|