SWM
SilverOak 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 | $24.3M | Buy |
425,431
+38,280
| +10% | +$2.18M | 4.55% | 6 |
|
|
2025
Q1 | $19.7M | Buy |
387,151
+66,136
| +21% | +$3.36M | 4.26% | 6 |
|
|
2024
Q4 | $15.4M | Buy |
321,015
+22,179
| +7% | +$1.06M | 3.3% | 8 |
|
|
2024
Q3 | $15.8M | Buy |
298,836
+10,511
| +4% | +$555K | 3.54% | 8 |
|
|
2024
Q2 | $14.2M | Buy |
288,325
+4,704
| +2% | +$232K | 3.42% | 8 |
|
|
2024
Q1 | $14.2M | Buy |
283,621
+12,665
| +5% | +$635K | 3.53% | 8 |
|
|
2023
Q4 | $13M | Buy |
+270,956
| New | +$13M | 3.51% | 8 |
|