SWM
Sagace 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 | $4.86M | Sell |
85,335
-11,636
| -12% | -$663K | 3.64% | 7 |
|
|
2025
Q1 | $4.93M | Sell |
96,971
-1,508
| -2% | -$76.7K | 3.72% | 8 |
|
|
2024
Q4 | $4.71M | Buy |
98,479
+71,232
| +261% | +$3.41M | 3.52% | 7 |
|
|
2024
Q3 | $1.42M | Buy |
27,247
+5,386
| +25% | +$281K | 1.1% | 32 |
|
|
2024
Q2 | $1.11M | Buy |
+21,861
| New | +$1.11M | 1.09% | 34 |
|