WAM
Worth 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 | $2.61M | Sell |
45,769
-530
| -1% | -$30.2K | 1.29% | 17 |
|
2025
Q1 | $2.35M | Buy |
+46,299
| New | +$2.35M | 1.29% | 16 |
|
2023
Q3 | – | Sell |
-21,224
| Closed | -$980K | – | 414 |
|
2023
Q2 | $980K | Buy |
21,224
+21,090
| +15,739% | +$974K | 0.75% | 31 |
|
2023
Q1 | $6.05K | Buy |
+134
| New | +$6.05K | ﹤0.01% | 359 |
|
2022
Q3 | – | Sell |
-404
| Closed | -$16K | – | 572 |
|
2022
Q2 | $16K | Buy |
+404
| New | +$16K | 0.01% | 320 |
|