AWA
Aletheian 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 | $20.7M | Buy |
362,391
+14,595
| +4% | +$832K | 10.16% | 3 |
|
|
2025
Q1 | $17.7M | Buy |
347,796
+13,588
| +4% | +$691K | 9.94% | 3 |
|
|
2024
Q4 | $16M | Buy |
334,208
+3,803
| +1% | +$182K | 9.45% | 3 |
|
|
2024
Q3 | $17.4M | Buy |
330,405
+1,416
| +0.4% | +$74.8K | 10.19% | 3 |
|
|
2024
Q2 | $16.3M | Buy |
328,989
+26,942
| +9% | +$1.33M | 8.57% | 3 |
|
|
2024
Q1 | $15.2M | Buy |
302,047
+23,646
| +8% | +$1.19M | 8.22% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
278,401
+25,922
| +10% | +$1.24M | 8.83% | 3 |
|
|
2023
Q3 | $11M | Buy |
252,479
+4,264
| +2% | +$186K | 8.47% | 3 |
|
|
2023
Q2 | $11.5M | Buy |
248,215
+9,240
| +4% | +$427K | 7.85% | 3 |
|
|
2023
Q1 | $10.8M | Buy |
238,975
+17,594
| +8% | +$795K | 9.53% | 3 |
|
|
2022
Q4 | $9.29M | Buy |
221,381
+21,281
| +11% | +$893K | 8.02% | 3 |
|
|
2022
Q3 | $7.28M | Sell |
200,100
-35,814
| -15% | -$1.3M | 8.26% | 3 |
|
|
2022
Q2 | $9.63M | Buy |
235,914
+43,152
| +22% | +$1.76M | 9.78% | 2 |
|
|
2022
Q1 | $9.26M | Sell |
192,762
-50,590
| -21% | -$2.43M | 8.79% | 3 |
|
|
2021
Q4 | $12.4M | Buy |
+243,352
| New | +$12.4M | 12.19% | 1 |
|