TWM
Tanager 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.3M | Sell |
1,197,908
-107,961
| -8% | -$6.15M | 8.05% | 3 |
|
2025
Q1 | $66.4M | Sell |
1,305,869
-10,396
| -0.8% | -$528K | 8.63% | 2 |
|
2024
Q4 | $62.9M | Buy |
1,316,265
+97,644
| +8% | +$4.67M | 8.17% | 3 |
|
2024
Q3 | $64.4M | Buy |
1,218,621
+97,972
| +9% | +$5.17M | 8.66% | 4 |
|
2024
Q2 | $55.4M | Buy |
1,120,649
+87,038
| +8% | +$4.3M | 8.24% | 4 |
|
2024
Q1 | $51.9M | Buy |
1,033,611
+85,791
| +9% | +$4.3M | 8.37% | 4 |
|
2023
Q4 | $45.4M | Buy |
947,820
+52,437
| +6% | +$2.51M | 8.26% | 3 |
|
2023
Q3 | $39.1M | Buy |
895,383
+94,689
| +12% | +$4.14M | 8.12% | 3 |
|
2023
Q2 | $37M | Buy |
800,694
+25,822
| +3% | +$1.19M | 8% | 3 |
|
2023
Q1 | $35M | Buy |
774,872
+59,952
| +8% | +$2.71M | 8.3% | 3 |
|
2022
Q4 | $30M | Buy |
714,920
+452,666
| +173% | +$19M | 8.08% | 3 |
|
2022
Q3 | $9.54M | Buy |
262,254
+1,146
| +0.4% | +$41.7K | 7.55% | 5 |
|
2022
Q2 | $10.7M | Sell |
261,108
-71,345
| -21% | -$2.91M | 8.79% | 4 |
|
2022
Q1 | $16M | Buy |
332,453
+35,961
| +12% | +$1.73M | 12.03% | 2 |
|
2021
Q4 | $15.1M | Buy |
+296,492
| New | +$15.1M | 11.43% | 2 |
|