SWM
SeaCrest 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 | $2.83M | Sell |
49,650
-8,800
| -15% | -$502K | 0.31% | 64 |
|
|
2025
Q1 | $2.97M | Buy |
58,450
+17,428
| +42% | +$886K | 0.34% | 47 |
|
|
2024
Q4 | $1.96M | Buy |
41,022
+117
| +0.3% | +$5.6K | 0.21% | 87 |
|
|
2024
Q3 | $2.16M | Buy |
40,905
+970
| +2% | +$51.2K | 0.23% | 77 |
|
|
2024
Q2 | $1.97M | Buy |
39,935
+1,975
| +5% | +$97.6K | 0.22% | 79 |
|
|
2024
Q1 | $1.9M | Sell |
37,960
-5,284
| -12% | -$265K | 0.23% | 80 |
|
|
2023
Q4 | $2.04M | Sell |
43,244
-9,481
| -18% | -$447K | 0.25% | 73 |
|
|
2023
Q3 | $2.31M | Buy |
52,725
+5,657
| +12% | +$247K | 0.3% | 60 |
|
|
2023
Q2 | $2.17M | Buy |
47,068
+31,880
| +210% | +$1.47M | 0.27% | 68 |
|
|
2023
Q1 | $686K | Hold |
15,188
| – | – | 0.09% | 248 |
|
|
2022
Q4 | $637K | Sell |
15,188
-1,326
| -8% | -$55.7K | 0.09% | 257 |
|
|
2022
Q3 | $600K | Sell |
16,514
-11,119
| -40% | -$404K | 0.09% | 249 |
|
|
2022
Q2 | $1.13M | Buy |
27,633
+882
| +3% | +$36K | 0.14% | 149 |
|
|
2022
Q1 | $1.29M | Buy |
26,751
+9,559
| +56% | +$459K | 0.15% | 149 |
|
|
2021
Q4 | $878K | Buy |
17,192
+110
| +0.6% | +$5.62K | 0.1% | 214 |
|
|
2021
Q3 | $862K | Buy |
17,082
+1,706
| +11% | +$86.1K | 0.1% | 207 |
|
|
2021
Q2 | $792K | Buy |
15,376
+826
| +6% | +$42.5K | 0.1% | 229 |
|
|
2021
Q1 | $715K | Buy |
14,550
+625
| +4% | +$30.7K | 0.09% | 230 |
|
|
2020
Q4 | $657K | Buy |
13,925
+1
| +0% | +$47 | 0.09% | 236 |
|
|
2020
Q3 | $569K | Sell |
13,924
-7,958
| -36% | -$325K | 0.09% | 229 |
|
|
2020
Q2 | $849K | Sell |
21,882
-1,299
| -6% | -$50.4K | 0.15% | 159 |
|
|
2020
Q1 | $773K | Sell |
23,181
-502
| -2% | -$16.7K | 0.17% | 136 |
|
|
2019
Q4 | $1.04M | Sell |
23,683
-7,528
| -24% | -$332K | 0.17% | 135 |
|
|
2019
Q3 | $1.28M | Buy |
31,211
+15,833
| +103% | +$650K | 0.24% | 97 |
|
|
2019
Q2 | $641K | Buy |
15,378
+401
| +3% | +$16.7K | 0.13% | 190 |
|
|
2019
Q1 | $612K | Buy |
14,977
+2,103
| +16% | +$85.9K | 0.11% | 196 |
|
|
2018
Q4 | $478K | Sell |
12,874
-95
| -0.7% | -$3.53K | 0.1% | 211 |
|
|
2018
Q3 | $561K | Sell |
12,969
-910
| -7% | -$39.4K | 0.09% | 230 |
|
|
2018
Q2 | $595K | Sell |
13,879
-495
| -3% | -$21.2K | 0.11% | 211 |
|
|
2018
Q1 | $636K | Buy |
14,374
+4,089
| +40% | +$181K | 0.12% | 185 |
|
|
2017
Q4 | $461K | Buy |
+10,285
| New | +$461K | 0.08% | 258 |
|