WMWM
Whitaker-Myers Wealth Managers’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,991
| Closed | -$334K | – | 141 |
|
|
2024
Q4 | $334K | Buy |
+6,991
| New | +$334K | 0.1% | 82 |
|
|
2023
Q4 | – | Sell |
-10,702
| Closed | -$468K | – | 94 |
|
|
2023
Q3 | $468K | Sell |
10,702
-18,965
| -64% | -$829K | 0.29% | 50 |
|
|
2023
Q2 | $1.37M | Sell |
29,667
-2,612
| -8% | -$121K | 0.92% | 24 |
|
|
2023
Q1 | $1.46M | Buy |
32,279
+6,104
| +23% | +$276K | 1.13% | 23 |
|
|
2022
Q4 | $1.1M | Buy |
+26,175
| New | +$1.1M | 1.05% | 28 |
|