WDG
Wealth Dimensions Group’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 | $646K | Buy |
11,327
+664
| +6% | +$37.9K | 0.14% | 89 |
|
|
2025
Q1 | $542K | Buy |
10,663
+109
| +1% | +$5.54K | 0.13% | 95 |
|
|
2024
Q4 | $505K | Buy |
10,554
+2,908
| +38% | +$139K | 0.12% | 90 |
|
|
2024
Q3 | $404K | Sell |
7,646
-559
| -7% | -$29.5K | 0.1% | 102 |
|
|
2024
Q2 | $405K | Buy |
8,205
+161
| +2% | +$7.96K | 0.12% | 95 |
|
|
2024
Q1 | $404K | Buy |
8,044
+18
| +0.2% | +$903 | 0.12% | 94 |
|
|
2023
Q4 | $384K | Sell |
8,026
-380
| -5% | -$18.2K | 0.12% | 92 |
|
|
2023
Q3 | $368K | Buy |
8,406
+359
| +4% | +$15.7K | 0.13% | 92 |
|
|
2023
Q2 | $372K | Buy |
8,047
+40
| +0.5% | +$1.85K | 0.14% | 93 |
|
|
2023
Q1 | $362K | Buy |
8,007
+649
| +9% | +$29.3K | 0.14% | 97 |
|
|
2022
Q4 | $309K | Sell |
7,358
-847
| -10% | -$35.5K | 0.13% | 101 |
|
|
2022
Q3 | $298K | Buy |
8,205
+11
| +0.1% | +$400 | 0.15% | 92 |
|
|
2022
Q2 | $334K | Buy |
8,194
+26
| +0.3% | +$1.06K | 0.16% | 92 |
|
|
2022
Q1 | $392K | Buy |
8,168
+54
| +0.7% | +$2.59K | 0.18% | 91 |
|
|
2021
Q4 | $414K | Buy |
8,114
+52
| +0.6% | +$2.65K | 0.2% | 88 |
|
|
2021
Q3 | $407K | Sell |
8,062
-178
| -2% | -$8.99K | 0.26% | 82 |
|
|
2021
Q2 | $425K | Buy |
8,240
+1,743
| +27% | +$89.9K | 0.29% | 73 |
|
|
2021
Q1 | $319K | Buy |
6,497
+12
| +0.2% | +$589 | 0.25% | 84 |
|
|
2020
Q4 | $306K | Buy |
+6,485
| New | +$306K | 0.26% | 77 |
|