TWM
Tolleson 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 | $1.62M | Sell |
28,361
-16,000
| -36% | -$912K | 0.28% | 32 |
|
|
2025
Q1 | $2.25M | Hold |
44,361
| – | – | 0.43% | 24 |
|
|
2024
Q4 | $2.12M | Buy |
+44,361
| New | +$2.12M | 0.43% | 24 |
|
|
2021
Q2 | – | Sell |
-4,502
| Closed | -$221K | – | 75 |
|
|
2021
Q1 | $221K | Sell |
4,502
-184
| -4% | -$9.03K | 0.07% | 70 |
|
|
2020
Q4 | $221K | Buy |
+4,686
| New | +$221K | 0.07% | 63 |
|