WP
WMS Partners’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 |
-8,199
| Closed | -$392K | – | 263 |
|
|
2024
Q4 | $392K | Buy |
8,199
+899
| +12% | +$43K | 0.02% | 212 |
|
|
2024
Q3 | $386K | Sell |
7,300
-491
| -6% | -$25.9K | 0.02% | 206 |
|
|
2024
Q2 | $385K | Sell |
7,791
-13,862
| -64% | -$685K | 0.02% | 180 |
|
|
2024
Q1 | $1.09M | Buy |
21,653
+141
| +0.7% | +$7.07K | 0.07% | 106 |
|
|
2023
Q4 | $1.03M | Sell |
21,512
-15
| -0.1% | -$719 | 0.08% | 102 |
|
|
2023
Q3 | $941K | Buy |
21,527
+215
| +1% | +$9.4K | 0.07% | 99 |
|
|
2023
Q2 | $984K | Buy |
21,312
+41
| +0.2% | +$1.89K | 0.08% | 99 |
|
|
2023
Q1 | $961K | Sell |
21,271
-1,830
| -8% | -$82.7K | 0.08% | 99 |
|
|
2022
Q4 | $970K | Hold |
23,101
| – | – | 0.1% | 97 |
|
|
2022
Q3 | $840K | Buy |
23,101
+17,764
| +333% | +$646K | 0.11% | 100 |
|
|
2022
Q2 | $218K | Sell |
5,337
-20
| -0.4% | -$817 | 0.03% | 221 |
|
|
2022
Q1 | $257K | Buy |
+5,357
| New | +$257K | 0.04% | 209 |
|
|
2021
Q4 | – | Sell |
-4,816
| Closed | -$243K | – | 277 |
|
|
2021
Q3 | $243K | Hold |
4,816
| – | – | 0.04% | 236 |
|
|
2021
Q2 | $248K | Buy |
+4,816
| New | +$248K | 0.04% | 223 |
|