SPW
Sonoma Private Wealth’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 | $792K | Hold |
13,895
| – | – | 0.97% | 26 |
|
|
2025
Q1 | $706K | Buy |
13,895
+5,418
| +64% | +$275K | 0.98% | 30 |
|
|
2024
Q4 | $405K | Sell |
8,477
-116
| -1% | -$5.55K | 0.65% | 52 |
|
|
2024
Q3 | $454K | Sell |
8,593
-270
| -3% | -$14.3K | 0.71% | 51 |
|
|
2024
Q2 | $438K | Buy |
8,863
+1,238
| +16% | +$61.2K | 0.71% | 47 |
|
|
2024
Q1 | $383K | Buy |
7,625
+203
| +3% | +$10.2K | 0.62% | 61 |
|
|
2023
Q4 | $356K | Buy |
+7,422
| New | +$356K | 0.59% | 57 |
|