Strategic Wealth Management Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$711K Buy
13,808
+361
+3% +$18.6K 0.26% 53
2021
Q1
$660K Buy
13,447
+64
+0.5% +$3.14K 0.25% 55
2020
Q4
$632K Buy
+13,383
New +$632K 0.27% 51
2020
Q3
Sell
-5,699
Closed -$221K 128
2020
Q2
$221K Buy
+5,699
New +$221K 0.13% 88