SGWM
Sterling Group 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 | $11M | Sell |
192,641
-8,184
| -4% | -$467K | 6.08% | 4 |
|
|
2025
Q1 | $10.2M | Sell |
200,825
-1,016
| -0.5% | -$51.6K | 5.47% | 4 |
|
|
2024
Q4 | $9.65M | Sell |
201,841
-3,460
| -2% | -$165K | 5.01% | 5 |
|
|
2024
Q3 | $10.8M | Sell |
205,301
-2,727
| -1% | -$144K | 5.75% | 4 |
|
|
2024
Q2 | $10.3M | Buy |
+208,028
| New | +$10.3M | 5.9% | 4 |
|
|
2024
Q1 | – | Sell |
-678,211
| Closed | -$32.5M | – | 46 |
|
|
2023
Q4 | $32.5M | Buy |
678,211
+11,773
| +2% | +$564K | 25.25% | 1 |
|
|
2023
Q3 | $29.1M | Buy |
666,438
+53,712
| +9% | +$2.35M | 27.57% | 1 |
|
|
2023
Q2 | $28.3M | Buy |
612,726
+18,293
| +3% | +$845K | 24.51% | 1 |
|
|
2023
Q1 | $26.9M | Buy |
594,433
+52,302
| +10% | +$2.36M | 25.34% | 1 |
|
|
2022
Q4 | $22.8M | Buy |
+542,131
| New | +$22.8M | 22.41% | 1 |
|