SWP
Summit Wealth Partners’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 | $847K | Sell |
14,849
-214
| -1% | -$12.2K | 0.16% | 88 |
|
|
2025
Q1 | $766K | Buy |
15,063
+301
| +2% | +$15.3K | 0.16% | 98 |
|
|
2024
Q4 | $706K | Buy |
14,762
+615
| +4% | +$29.4K | 0.15% | 97 |
|
|
2024
Q3 | $747K | Buy |
14,147
+1,801
| +15% | +$95.1K | 0.14% | 107 |
|
|
2024
Q2 | $610K | Buy |
12,346
+31
| +0.3% | +$1.53K | 0.13% | 116 |
|
|
2024
Q1 | $618K | Sell |
12,315
-321
| -3% | -$16.1K | 0.13% | 109 |
|
|
2023
Q4 | $605K | Sell |
12,636
-887
| -7% | -$42.5K | 0.14% | 105 |
|
|
2023
Q3 | $591K | Sell |
13,523
-655
| -5% | -$28.6K | 0.15% | 94 |
|
|
2023
Q2 | $655K | Sell |
14,178
-360
| -2% | -$16.6K | 0.16% | 89 |
|
|
2023
Q1 | $657K | Sell |
14,538
-3,345
| -19% | -$151K | 0.17% | 87 |
|
|
2022
Q4 | $751K | Buy |
17,883
+8,508
| +91% | +$357K | 0.2% | 75 |
|
|
2022
Q3 | $341K | Buy |
9,375
+126
| +1% | +$4.58K | 0.1% | 118 |
|
|
2022
Q2 | $377K | Sell |
9,249
-1,140
| -11% | -$46.5K | 0.1% | 107 |
|
|
2022
Q1 | $499K | Sell |
10,389
-102
| -1% | -$4.9K | 0.11% | 94 |
|
|
2021
Q4 | $536K | Buy |
10,491
+555
| +6% | +$28.3K | 0.11% | 88 |
|
|
2021
Q3 | $502K | Buy |
9,936
+1
| +0% | +$50 | 0.12% | 89 |
|
|
2021
Q2 | $512K | Sell |
9,935
-1,508
| -13% | -$77.7K | 0.12% | 93 |
|
|
2021
Q1 | $562K | Sell |
11,443
-5,431
| -32% | -$267K | 0.14% | 85 |
|
|
2020
Q4 | $797K | Sell |
16,874
-32,704
| -66% | -$1.54M | 0.22% | 63 |
|
|
2020
Q3 | $2.03M | Buy |
49,578
+3,075
| +7% | +$126K | 0.61% | 34 |
|
|
2020
Q2 | $1.8M | Buy |
+46,503
| New | +$1.8M | 0.58% | 36 |
|