WCM
Wealthcare Capital 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 | $1.18M | Sell |
20,710
-1,625
| -7% | -$92.6K | 0.12% | 29 |
|
2025
Q1 | $1.14M | Sell |
22,335
-2,575
| -10% | -$131K | 0.12% | 32 |
|
2024
Q4 | $1.19M | Buy |
24,910
+817
| +3% | +$39.1K | 0.12% | 30 |
|
2024
Q3 | $1.27M | Sell |
24,093
-1,243
| -5% | -$65.6K | 0.13% | 28 |
|
2024
Q2 | $1.25M | Buy |
25,336
+2,789
| +12% | +$138K | 0.13% | 26 |
|
2024
Q1 | $1.13M | Sell |
22,547
-8,364
| -27% | -$420K | 0.13% | 28 |
|
2023
Q4 | $1.48M | Sell |
30,911
-5,273
| -15% | -$253K | 0.17% | 23 |
|
2023
Q3 | $1.58M | Buy |
36,184
+2,916
| +9% | +$127K | 0.19% | 21 |
|
2023
Q2 | $1.54M | Buy |
33,268
+2,956
| +10% | +$137K | 0.18% | 22 |
|
2023
Q1 | $1.37M | Buy |
30,312
+350
| +1% | +$15.8K | 0.17% | 20 |
|
2022
Q4 | $1.26M | Buy |
29,962
+727
| +2% | +$30.5K | 0.16% | 25 |
|
2022
Q3 | $1.06M | Sell |
29,235
-670
| -2% | -$24.4K | 0.13% | 24 |
|
2022
Q2 | $1.22M | Buy |
29,905
+35
| +0.1% | +$1.43K | 0.13% | 22 |
|
2022
Q1 | $1.44M | Buy |
29,870
+1,318
| +5% | +$63.3K | 0.14% | 25 |
|
2021
Q4 | $1.46M | Buy |
28,552
+406
| +1% | +$20.7K | 0.13% | 27 |
|
2021
Q3 | $1.42M | Buy |
28,146
+1,034
| +4% | +$52.2K | 0.14% | 24 |
|
2021
Q2 | $1.4M | Sell |
27,112
-387
| -1% | -$19.9K | 0.13% | 24 |
|
2021
Q1 | $1.35M | Buy |
27,499
+735
| +3% | +$36.1K | 0.14% | 22 |
|
2020
Q4 | $1.26M | Sell |
26,764
-2,183
| -8% | -$103K | 0.13% | 24 |
|
2020
Q3 | $1.18M | Buy |
28,947
+2,312
| +9% | +$94.6K | 0.13% | 21 |
|
2020
Q2 | $1.03M | Buy |
26,635
+3,479
| +15% | +$135K | 0.13% | 22 |
|
2020
Q1 | $772K | Buy |
23,156
+2,950
| +15% | +$98.4K | 0.1% | 24 |
|
2019
Q4 | $890K | Sell |
20,206
-1,163
| -5% | -$51.2K | 0.11% | 27 |
|
2019
Q3 | $878K | Buy |
21,369
+5,566
| +35% | +$229K | 0.11% | 27 |
|
2019
Q2 | $659K | Sell |
15,803
-3,650
| -19% | -$152K | 0.09% | 30 |
|
2019
Q1 | $795K | Buy |
19,453
+380
| +2% | +$15.5K | 0.11% | 27 |
|
2018
Q4 | $708K | Sell |
19,073
-2,542
| -12% | -$94.4K | 0.11% | 29 |
|
2018
Q3 | $935K | Buy |
21,615
+226
| +1% | +$9.78K | 0.11% | 19 |
|
2018
Q2 | $918K | Buy |
21,389
+610
| +3% | +$26.2K | 0.1% | 20 |
|
2018
Q1 | $919K | Buy |
20,779
+4,026
| +24% | +$178K | 0.11% | 19 |
|
2017
Q4 | $752K | Sell |
16,753
-1,416
| -8% | -$63.6K | 0.08% | 23 |
|
2017
Q3 | $789K | Sell |
18,169
-7,520
| -29% | -$327K | 0.09% | 23 |
|
2017
Q2 | $1.06M | Buy |
25,689
+443
| +2% | +$18.3K | 0.12% | 18 |
|
2017
Q1 | $992K | Buy |
25,246
+1,893
| +8% | +$74.4K | 0.11% | 18 |
|
2016
Q4 | $853K | Buy |
23,353
+2,110
| +10% | +$77.1K | 0.1% | 21 |
|
2016
Q3 | $795K | Buy |
21,243
+161
| +0.8% | +$6.03K | 0.09% | 19 |
|
2016
Q2 | $745K | Sell |
21,082
-554
| -3% | -$19.6K | 0.09% | 21 |
|
2016
Q1 | $776K | Sell |
21,636
-15,311
| -41% | -$549K | 0.09% | 18 |
|
2015
Q4 | $1.36M | Buy |
36,947
+5,576
| +18% | +$205K | 0.17% | 14 |
|
2015
Q3 | $1.12M | Buy |
31,371
+2,286
| +8% | +$81.5K | 0.14% | 12 |
|
2015
Q2 | $1.15M | Sell |
29,085
-12,342
| -30% | -$489K | 0.14% | 12 |
|
2015
Q1 | $1.65M | Buy |
41,427
+13,184
| +47% | +$525K | 0.2% | 12 |
|
2014
Q4 | $1.07M | Sell |
28,243
-3,953
| -12% | -$150K | 0.15% | 11 |
|
2014
Q3 | $1.28M | Hold |
32,196
| – | – | 0.18% | 10 |
|
2014
Q2 | $1.37M | Sell |
32,196
-3,583
| -10% | -$153K | 0.2% | 10 |
|
2014
Q1 | $1.48M | Buy |
35,779
+35,303
| +7,417% | +$1.46M | 0.23% | 10 |
|
2013
Q4 | $20K | Hold |
476
| – | – | ﹤0.01% | 69 |
|
2013
Q3 | $19K | Hold |
476
| – | – | ﹤0.01% | 66 |
|
2013
Q2 | $17K | Buy |
+476
| New | +$17K | ﹤0.01% | 70 |
|