SWM
Selective 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 | $358K | Buy |
6,240
+12
| +0.2% | +$688 | 0.13% | 71 |
|
|
2025
Q1 | $308K | Buy |
6,228
+254
| +4% | +$12.6K | 0.13% | 74 |
|
|
2024
Q4 | $284K | Hold |
5,974
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $309K | Hold |
5,974
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $299K | Hold |
5,974
| – | – | 0.13% | 83 |
|
|
2024
Q1 | $294K | Hold |
5,974
| – | – | 0.13% | 83 |
|
|
2023
Q4 | $281K | Hold |
5,974
| – | – | 0.14% | 68 |
|
|
2023
Q3 | $254K | Sell |
5,974
-2,372
| -28% | -$101K | 0.14% | 67 |
|
|
2023
Q2 | $379K | Buy |
+8,346
| New | +$379K | 0.19% | 64 |
|
|
2022
Q4 | – | Sell |
-6,776
| Closed | -$246K | – | 695 |
|
|
2022
Q3 | $246K | Sell |
6,776
-3,064
| -31% | -$111K | 0.11% | 103 |
|
|
2022
Q2 | $401K | Buy |
9,840
+3,000
| +44% | +$122K | 0.14% | 88 |
|
|
2022
Q1 | $329K | Buy |
6,840
+6,808
| +21,275% | +$327K | 0.12% | 89 |
|
|
2021
Q4 | $2K | Buy |
32
+31
| +3,100% | +$1.94K | ﹤0.01% | 616 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $0 | Sell |
1
-1,058
| -100% | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $52K | Sell |
1,059
-2,600
| -71% | -$128K | 0.05% | 125 |
|
|
2020
Q4 | $173K | Buy |
3,659
+331
| +10% | +$15.7K | 0.11% | 65 |
|
|
2020
Q3 | $136K | Sell |
3,328
-753
| -18% | -$30.8K | 0.11% | 65 |
|
|
2020
Q2 | $158K | Buy |
4,081
+2,671
| +189% | +$103K | 0.13% | 58 |
|
|
2020
Q1 | $47K | Buy |
1,410
+3
| +0.2% | +$100 | 0.07% | 63 |
|
|
2019
Q4 | $62K | Buy |
1,407
+8
| +0.6% | +$353 | 0.08% | 66 |
|
|
2019
Q3 | $57K | Buy |
+1,399
| New | +$57K | 0.08% | 72 |
|
|
2018
Q3 | $8K | Buy |
+178
| New | +$8K | 0.1% | 99 |
|