AWA
Alaska Wealth Advisors’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 | $255K | Buy |
+4,475
| New | +$255K | 0.04% | 66 |
|
2023
Q4 | – | Sell |
-5,222
| Closed | -$228K | – | 132 |
|
2023
Q3 | $228K | Hold |
5,222
| – | – | 0.04% | 54 |
|
2023
Q2 | $241K | Hold |
5,222
| – | – | 0.04% | 57 |
|
2023
Q1 | $236K | Sell |
5,222
-240
| -4% | -$10.8K | 0.04% | 54 |
|
2022
Q4 | $229K | Sell |
5,462
-378
| -6% | -$15.9K | 0.04% | 54 |
|
2022
Q3 | $212K | Buy |
+5,840
| New | +$212K | 0.04% | 56 |
|
2022
Q2 | – | Sell |
-5,130
| Closed | -$246K | – | 59 |
|
2022
Q1 | $246K | Buy |
5,130
+250
| +5% | +$12K | 0.05% | 48 |
|
2021
Q4 | $249K | Buy |
+4,880
| New | +$249K | 0.04% | 47 |
|
2018
Q4 | – | Sell |
-6,257
| Closed | -$270K | – | 58 |
|
2018
Q3 | $270K | Sell |
6,257
-945
| -13% | -$40.8K | 0.08% | 41 |
|
2018
Q2 | $308K | Sell |
7,202
-653
| -8% | -$27.9K | 0.1% | 36 |
|
2018
Q1 | $347K | Sell |
7,855
-1,175
| -13% | -$51.9K | 0.12% | 33 |
|
2017
Q4 | $405K | Buy |
+9,030
| New | +$405K | 0.15% | 30 |
|