RWG
Ratio Wealth Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $20.2M | Buy |
402,167
+29,113
| +8% | +$1.46M | 3.76% | 10 |
|
2023
Q4 | $17.9M | Buy |
373,054
+367,068
| +6,132% | +$17.6M | 3.87% | 9 |
|
2023
Q3 | $262K | Hold |
5,986
| – | – | 0.07% | 61 |
|
2023
Q2 | $276K | Buy |
+5,986
| New | +$276K | 0.07% | 57 |
|
2022
Q1 | – | Sell |
-4,074
| Closed | -$208K | – | 63 |
|
2021
Q4 | $208K | Buy |
4,074
+1
| +0% | +$51 | 0.06% | 52 |
|
2021
Q3 | $206K | Buy |
+4,073
| New | +$206K | 0.07% | 58 |
|