TWM
Tradition 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 | $6.4M | Buy |
112,199
+7,289
| +7% | +$416K | 0.51% | 53 |
|
|
2025
Q1 | $5.33M | Buy |
104,910
+4,369
| +4% | +$222K | 0.47% | 54 |
|
|
2024
Q4 | $4.81M | Buy |
100,541
+2,667
| +3% | +$128K | 0.42% | 58 |
|
|
2024
Q3 | $5.17M | Buy |
97,874
+1,543
| +2% | +$81.5K | 0.46% | 54 |
|
|
2024
Q2 | $4.76M | Buy |
96,331
+3,262
| +4% | +$161K | 0.46% | 54 |
|
|
2024
Q1 | $4.67M | Buy |
93,069
+553
| +0.6% | +$27.7K | 0.47% | 52 |
|
|
2023
Q4 | $4.43M | Buy |
92,516
+8
| +0% | +$383 | 0.46% | 51 |
|
|
2023
Q3 | $4.04M | Buy |
92,508
+3,977
| +4% | +$174K | 0.48% | 50 |
|
|
2023
Q2 | $4.09M | Buy |
88,531
+2,889
| +3% | +$133K | 0.48% | 54 |
|
|
2023
Q1 | $3.87M | Sell |
85,642
-197,238
| -70% | -$8.91M | 0.48% | 52 |
|
|
2022
Q4 | $11.9M | Buy |
282,880
+3,526
| +1% | +$148K | 1.68% | 12 |
|
|
2022
Q3 | $10.2M | Buy |
279,354
+186,249
| +200% | +$6.77M | 1.53% | 16 |
|
|
2022
Q2 | $3.8M | Buy |
93,105
+54,594
| +142% | +$2.23M | 0.55% | 51 |
|
|
2022
Q1 | $1.85M | Sell |
38,511
-291
| -0.7% | -$14K | 0.24% | 88 |
|
|
2021
Q4 | $1.98M | Sell |
38,802
-13,509
| -26% | -$690K | 0.25% | 86 |
|
|
2021
Q3 | $2.64M | Buy |
52,311
+30,374
| +138% | +$1.53M | 0.38% | 67 |
|
|
2021
Q2 | $1.13M | Buy |
21,937
+17,019
| +346% | +$877K | 0.17% | 115 |
|
|
2021
Q1 | $242K | Buy |
4,918
+381
| +8% | +$18.7K | 0.04% | 228 |
|
|
2020
Q4 | $214K | Buy |
+4,537
| New | +$214K | 0.04% | 225 |
|