PWM
PBMares 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 | $1.54M | Sell |
26,945
-4,841
| -15% | -$276K | 0.28% | 47 |
|
|
2025
Q1 | $1.62M | Buy |
31,786
+2,318
| +8% | +$118K | 0.32% | 42 |
|
|
2024
Q4 | $1.41M | Buy |
29,468
+495
| +2% | +$23.7K | 0.29% | 51 |
|
|
2024
Q3 | $1.53M | Sell |
28,973
-674
| -2% | -$35.6K | 0.32% | 45 |
|
|
2024
Q2 | $1.47M | Buy |
29,647
+19,431
| +190% | +$960K | 0.36% | 44 |
|
|
2024
Q1 | $513K | Sell |
10,216
-3,180
| -24% | -$160K | 0.13% | 104 |
|
|
2023
Q4 | $642K | Sell |
13,396
-960
| -7% | -$46K | 0.19% | 83 |
|
|
2023
Q3 | $628K | Hold |
14,356
| – | – | 0.23% | 78 |
|
|
2023
Q2 | $663K | Hold |
14,356
| – | – | 0.24% | 77 |
|
|
2023
Q1 | $648K | Sell |
14,356
-435
| -3% | -$19.6K | 0.24% | 78 |
|
|
2022
Q4 | $621K | Sell |
14,791
-89
| -0.6% | -$3.74K | 0.25% | 71 |
|
|
2022
Q3 | $541K | Buy |
14,880
+338
| +2% | +$12.3K | 0.24% | 82 |
|
|
2022
Q2 | $593K | Buy |
14,542
+1,203
| +9% | +$49.1K | 0.25% | 73 |
|
|
2022
Q1 | $641K | Buy |
13,339
+5,157
| +63% | +$248K | 0.39% | 69 |
|
|
2021
Q4 | $418K | Hold |
8,182
| – | – | 0.18% | 102 |
|
|
2021
Q3 | $413K | Hold |
8,182
| – | – | 0.2% | 96 |
|
|
2021
Q2 | $422K | Hold |
8,182
| – | – | 0.23% | 93 |
|
|
2021
Q1 | $402K | Hold |
8,182
| – | – | 0.33% | 88 |
|
|
2020
Q4 | $386K | Sell |
8,182
-2,557
| -24% | -$121K | 0.44% | 79 |
|
|
2020
Q3 | $439K | Hold |
10,739
| – | – | 0.65% | 56 |
|
|
2020
Q2 | $417K | Hold |
10,739
| – | – | 0.63% | 59 |
|
|
2020
Q1 | $358K | Hold |
10,739
| – | – | 0.56% | 64 |
|
|
2019
Q4 | $473K | Buy |
+10,739
| New | +$473K | 0.56% | 59 |
|