WAM
Weinberger Asset 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 | $3.79M | Sell |
66,561
-5,878
| -8% | -$335K | 1.47% | 20 |
|
2025
Q1 | $3.68M | Sell |
72,439
-3,379
| -4% | -$172K | 1.58% | 18 |
|
2024
Q4 | $3.63M | Buy |
75,818
+313
| +0.4% | +$15K | 1.51% | 19 |
|
2024
Q3 | $3.99M | Sell |
75,505
-781
| -1% | -$41.2K | 1.7% | 16 |
|
2024
Q2 | $3.77M | Sell |
76,286
-2,194
| -3% | -$108K | 1.78% | 16 |
|
2024
Q1 | $3.94M | Sell |
78,480
-1,262
| -2% | -$63.3K | 1.9% | 15 |
|
2023
Q4 | $3.82M | Sell |
79,742
-1,711
| -2% | -$82K | 1.96% | 15 |
|
2023
Q3 | $3.56M | Sell |
81,453
-395
| -0.5% | -$17.3K | 2.03% | 15 |
|
2023
Q2 | $3.78M | Buy |
81,848
+768
| +0.9% | +$35.5K | 2.08% | 14 |
|
2023
Q1 | $3.66M | Sell |
81,080
-1,637
| -2% | -$73.9K | 2.13% | 12 |
|
2022
Q4 | $3.47M | Sell |
82,717
-1,815
| -2% | -$76.2K | 2.13% | 12 |
|
2022
Q3 | $3.07M | Sell |
84,532
-4,078
| -5% | -$148K | 2.13% | 14 |
|
2022
Q2 | $3.62M | Buy |
88,610
+1,695
| +2% | +$69.2K | 2.39% | 10 |
|
2022
Q1 | $4.17M | Sell |
86,915
-15,432
| -15% | -$741K | 3.57% | 9 |
|
2021
Q4 | $5.23M | Buy |
+102,347
| New | +$5.23M | 4.27% | 8 |
|