WWM
Wiser 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 | $33.4M | Buy |
585,007
+25,814
| +5% | +$1.47M | 8.35% | 3 |
|
2025
Q1 | $28.4M | Buy |
559,193
+21,043
| +4% | +$1.07M | 7.97% | 3 |
|
2024
Q4 | $25.7M | Buy |
538,150
+37,038
| +7% | +$1.77M | 7.22% | 3 |
|
2024
Q3 | $26.5M | Sell |
501,112
-9,088
| -2% | -$480K | 7.59% | 3 |
|
2024
Q2 | $25.2M | Buy |
510,200
+33,208
| +7% | +$1.64M | 7.81% | 3 |
|
2024
Q1 | $23.9M | Buy |
476,992
+13,901
| +3% | +$697K | 7.85% | 4 |
|
2023
Q4 | $21.8M | Buy |
463,091
+59,487
| +15% | +$2.8M | 7.95% | 4 |
|
2023
Q3 | $17.6M | Buy |
403,604
+16,386
| +4% | +$716K | 7.17% | 4 |
|
2023
Q2 | $17.9M | Buy |
387,218
+3,721
| +1% | +$172K | 7.18% | 3 |
|
2023
Q1 | $17.3M | Buy |
383,497
+12,380
| +3% | +$559K | 7.4% | 3 |
|
2022
Q4 | $15.6M | Buy |
371,117
+25,937
| +8% | +$1.09M | 7.2% | 4 |
|
2022
Q3 | $12.6M | Buy |
345,180
+79,809
| +30% | +$2.9M | 6.56% | 5 |
|
2022
Q2 | $10.8M | Sell |
265,371
-134,843
| -34% | -$5.5M | 5.61% | 5 |
|
2022
Q1 | $19.2M | Buy |
400,214
+34,595
| +9% | +$1.66M | 8.86% | 3 |
|
2021
Q4 | $18.7M | Buy |
365,619
+19,820
| +6% | +$1.01M | 9.12% | 3 |
|
2021
Q3 | $17.5M | Buy |
345,799
+41,239
| +14% | +$2.08M | 9.31% | 3 |
|
2021
Q2 | $15.7M | Buy |
304,560
+21,740
| +8% | +$1.12M | 9.55% | 3 |
|
2021
Q1 | $13.9M | Buy |
282,820
+7,663
| +3% | +$376K | 9.54% | 3 |
|
2020
Q4 | $13M | Buy |
+275,157
| New | +$13M | 9.74% | 2 |
|