PWMG
Private Wealth Management Group’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 | $2.48M | Sell |
43,524
-396
| -0.9% | -$22.6K | 0.82% | 23 |
|
2025
Q1 | $2.23M | Buy |
43,920
+2,327
| +6% | +$118K | 0.82% | 21 |
|
2024
Q4 | $1.99M | Sell |
41,593
-1,341
| -3% | -$64.1K | 0.76% | 21 |
|
2024
Q3 | $2.27M | Sell |
42,934
-1,829
| -4% | -$96.6K | 0.9% | 20 |
|
2024
Q2 | $2.21M | Sell |
44,763
-892
| -2% | -$44.1K | 0.96% | 19 |
|
2024
Q1 | $2.29M | Sell |
45,655
-3,834
| -8% | -$192K | 1.04% | 18 |
|
2023
Q4 | $2.37M | Buy |
+49,489
| New | +$2.37M | 1.16% | 18 |
|