SSW
Stone Summit 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 | $6.73M | Buy |
118,118
+12,921
| +12% | +$737K | 2.09% | 11 |
|
|
2025
Q1 | $5.35M | Buy |
105,197
+11,248
| +12% | +$572K | 1.81% | 13 |
|
|
2024
Q4 | $4.49M | Sell |
93,949
-465
| -0.5% | -$22.2K | 1.51% | 17 |
|
|
2024
Q3 | $4.99M | Buy |
94,414
+9,515
| +11% | +$502K | 1.61% | 13 |
|
|
2024
Q2 | $4.2M | Buy |
84,899
+5,866
| +7% | +$290K | 1.5% | 17 |
|
|
2024
Q1 | $3.97M | Buy |
79,033
+11,445
| +17% | +$574K | 1.38% | 19 |
|
|
2023
Q4 | $3.24M | Buy |
67,588
+5,010
| +8% | +$240K | 1.24% | 24 |
|
|
2023
Q3 | $2.74M | Buy |
62,578
+4,962
| +9% | +$217K | 1.17% | 27 |
|
|
2023
Q2 | $2.66M | Buy |
57,616
+9,177
| +19% | +$424K | 1.1% | 26 |
|
|
2023
Q1 | $2.19M | Buy |
48,439
+6,385
| +15% | +$288K | 0.97% | 35 |
|
|
2022
Q4 | $1.76M | Sell |
42,054
-1,971
| -4% | -$82.7K | 0.87% | 42 |
|
|
2022
Q3 | $1.6M | Sell |
44,025
-3,505
| -7% | -$127K | 0.98% | 36 |
|
|
2022
Q2 | $1.94M | Buy |
47,530
+3,384
| +8% | +$138K | 1.16% | 27 |
|
|
2022
Q1 | $2.15M | Buy |
44,146
+16,600
| +60% | +$807K | 1.2% | 27 |
|
|
2021
Q4 | $1.41M | Buy |
+27,546
| New | +$1.41M | 1.14% | 33 |
|