SWM
Seaside 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 | $48.9M | Buy |
857,699
+17,967
| +2% | +$1.02M | 15.56% | 2 |
|
2025
Q1 | $42.7M | Buy |
839,732
+35,444
| +4% | +$1.8M | 15.23% | 2 |
|
2024
Q4 | $38.5M | Buy |
804,288
+54,052
| +7% | +$2.58M | 14.08% | 2 |
|
2024
Q3 | $39.6M | Buy |
750,236
+34,093
| +5% | +$1.8M | 14.98% | 2 |
|
2024
Q2 | $35.4M | Buy |
716,143
+21,917
| +3% | +$1.08M | 14.67% | 2 |
|
2024
Q1 | $34.8M | Buy |
694,226
+13,909
| +2% | +$698K | 14.86% | 2 |
|
2023
Q4 | $32.6M | Buy |
680,317
+13,687
| +2% | +$656K | 14.91% | 2 |
|
2023
Q3 | $29.1M | Buy |
666,630
+49,373
| +8% | +$2.16M | 14.81% | 2 |
|
2023
Q2 | $28.5M | Buy |
617,257
+17,303
| +3% | +$799K | 14.75% | 2 |
|
2023
Q1 | $27.1M | Buy |
599,954
+17,838
| +3% | +$805K | 16.46% | 2 |
|
2022
Q4 | $24.4M | Buy |
582,116
+26,055
| +5% | +$1.09M | 16.15% | 2 |
|
2022
Q3 | $21.4M | Buy |
556,061
+104,893
| +23% | +$4.05M | 14.8% | 2 |
|
2022
Q2 | $19.4M | Buy |
+451,168
| New | +$19.4M | 14.67% | 2 |
|