SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.07M | Sell |
22,355
-1,635
| -7% | -$78.2K | 0.2% | 53 |
|
|
2024
Q3 | $1.27M | Buy |
23,990
+1,533
| +7% | +$81K | 0.24% | 46 |
|
|
2024
Q2 | $1.11M | Buy |
22,457
+1,994
| +10% | +$98.5K | 0.22% | 50 |
|
|
2024
Q1 | $1.03M | Sell |
20,463
-11,745
| -36% | -$589K | 0.21% | 53 |
|
|
2023
Q4 | $1.54M | Buy |
32,208
+23,333
| +263% | +$1.12M | 0.37% | 39 |
|
|
2023
Q3 | $388K | Buy |
8,875
+4,215
| +90% | +$184K | 0.1% | 91 |
|
|
2023
Q2 | $215K | Buy |
4,660
+1,648
| +55% | +$76.1K | 0.05% | 127 |
|
|
2023
Q1 | $136K | Buy |
3,012
+1,826
| +154% | +$82.5K | 0.03% | 170 |
|
|
2022
Q4 | $49.8K | Buy |
+1,186
| New | +$49.8K | 0.01% | 285 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 781 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 559 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2019
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 581 |
|