SVWAG
Sound View Wealth Advisors Group’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 | $885K | Buy |
15,518
+1,534
| +11% | +$87.5K | 0.07% | 200 |
|
|
2025
Q1 | $711K | Buy |
13,984
+30
| +0.2% | +$1.53K | 0.06% | 216 |
|
|
2024
Q4 | $667K | Hold |
13,954
| – | – | 0.05% | 229 |
|
|
2024
Q3 | $737K | Buy |
13,954
+7,713
| +124% | +$407K | 0.06% | 216 |
|
|
2024
Q2 | $308K | Hold |
6,241
| – | – | 0.03% | 297 |
|
|
2024
Q1 | $313K | Sell |
6,241
-172
| -3% | -$8.63K | 0.03% | 301 |
|
|
2023
Q4 | $307K | Sell |
6,413
-198
| -3% | -$9.48K | 0.03% | 300 |
|
|
2023
Q3 | $289K | Buy |
6,611
+370
| +6% | +$16.2K | 0.04% | 293 |
|
|
2023
Q2 | $288K | Hold |
6,241
| – | – | 0.04% | 293 |
|
|
2023
Q1 | $282K | Sell |
6,241
-172
| -3% | -$7.77K | 0.04% | 290 |
|
|
2022
Q4 | $307K | Buy |
+6,413
| New | +$307K | 0.03% | 300 |
|