TWM
Tanglewood 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 | $156M | Buy |
2,739,624
+642,944
| +31% | +$36.7M | 15.4% | 2 |
|
2025
Q1 | $107M | Buy |
2,096,680
+647,443
| +45% | +$32.9M | 11.99% | 3 |
|
2024
Q4 | $69.3M | Sell |
1,449,237
-204,155
| -12% | -$9.76M | 7.98% | 3 |
|
2024
Q3 | $87.3M | Sell |
1,653,392
-68,121
| -4% | -$3.6M | 10.06% | 3 |
|
2024
Q2 | $85.1M | Buy |
1,721,513
+6,094
| +0.4% | +$301K | 10.58% | 3 |
|
2024
Q1 | $86.1M | Buy |
1,715,419
+19,700
| +1% | +$988K | 10.64% | 3 |
|
2023
Q4 | $81.2M | Buy |
1,695,719
+483,284
| +40% | +$23.1M | 9.94% | 3 |
|
2023
Q3 | $53M | Sell |
1,212,435
-409,010
| -25% | -$17.9M | 8.99% | 3 |
|
2023
Q2 | $74.9M | Buy |
1,621,445
+170,770
| +12% | +$7.89M | 10.71% | 3 |
|
2023
Q1 | $65.5M | Buy |
1,450,675
+508,225
| +54% | +$23M | 9.52% | 3 |
|
2022
Q4 | $39.6M | Sell |
942,450
-612,493
| -39% | -$25.7M | 5.92% | 3 |
|
2022
Q3 | $56.5M | Buy |
1,554,943
+251,919
| +19% | +$9.16M | 8.53% | 3 |
|
2022
Q2 | $53.2M | Buy |
1,303,024
+467,988
| +56% | +$19.1M | 7.17% | 5 |
|
2022
Q1 | $40.1M | Buy |
835,036
+743,821
| +815% | +$35.7M | 6.02% | 5 |
|
2021
Q4 | $4.66M | Buy |
+91,215
| New | +$4.66M | 0.77% | 14 |
|