SWG
Summit Wealth 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 | $17.5M | Buy |
306,878
+1,852
| +0.6% | +$106K | 4.49% | 4 |
|
|
2025
Q1 | $15.5M | Sell |
305,026
-436
| -0.1% | -$22.2K | 4.53% | 4 |
|
|
2024
Q4 | $14.6M | Buy |
305,462
+13,907
| +5% | +$665K | 4.23% | 5 |
|
|
2024
Q3 | $15.4M | Sell |
291,555
-21,974
| -7% | -$1.16M | 4.44% | 5 |
|
|
2024
Q2 | $15.5M | Buy |
+313,529
| New | +$15.5M | 4.65% | 5 |
|
|
2023
Q3 | – | Sell |
-281,335
| Closed | -$13M | – | 73 |
|
|
2023
Q2 | $13M | Sell |
281,335
-12,550,267
| -98% | -$580M | 5.26% | 5 |
|
|
2023
Q1 | $284K | Buy |
+12,831,602
| New | +$284K | 6.78% | 3 |
|
|
2021
Q4 | – | Sell |
-35,602
| Closed | -$1.8M | – | 51 |
|
|
2021
Q3 | $1.8M | Buy |
+35,602
| New | +$1.8M | 2.84% | 9 |
|
|
2021
Q1 | – | Sell |
-273,782
| Closed | -$12.9M | – | 215 |
|
|
2020
Q4 | $12.9M | Sell |
273,782
-17,332
| -6% | -$818K | 8.11% | 3 |
|
|
2020
Q3 | $11.9M | Buy |
291,114
+9,506
| +3% | +$389K | 10.34% | 3 |
|
|
2020
Q2 | $10.9M | Sell |
281,608
-22,086
| -7% | -$857K | 9.99% | 3 |
|
|
2020
Q1 | $10.1M | Buy |
303,694
+13,032
| +4% | +$434K | 10.26% | 3 |
|
|
2019
Q4 | $12.8M | Buy |
+290,662
| New | +$12.8M | 12.08% | 3 |
|