BWP
Baldwin Wealth 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
Q2 | $948K | Buy |
16,628
+1,320
| +9% | +$75.3K | 0.06% | 102 |
|
|
2025
Q1 | $778K | Buy |
15,308
+5,664
| +59% | +$288K | 0.05% | 111 |
|
|
2024
Q4 | $461K | Sell |
9,644
-2,083
| -18% | -$99.6K | 0.03% | 157 |
|
|
2024
Q3 | $619K | Sell |
11,727
-3,103
| -21% | -$164K | 0.04% | 172 |
|
|
2024
Q2 | $733K | Buy |
14,830
+216
| +1% | +$10.7K | 0.06% | 112 |
|
|
2024
Q1 | $733K | Sell |
14,614
-292
| -2% | -$14.7K | 0.06% | 120 |
|
|
2023
Q4 | $714K | Sell |
14,906
-8,069
| -35% | -$387K | 0.06% | 121 |
|
|
2023
Q3 | $1M | Buy |
22,975
+6,880
| +43% | +$301K | 0.09% | 110 |
|
|
2023
Q2 | $743K | Buy |
16,095
+2,563
| +19% | +$118K | 0.06% | 126 |
|
|
2023
Q1 | $611K | Hold |
13,532
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $568K | Hold |
13,532
| – | – | 0.05% | 145 |
|
|
2022
Q3 | $492K | Sell |
13,532
-450
| -3% | -$16.4K | 0.07% | 97 |
|
|
2022
Q2 | $571K | Buy |
13,982
+2,400
| +21% | +$98K | 0.07% | 96 |
|
|
2022
Q1 | $556K | Sell |
11,582
-190
| -2% | -$9.12K | 0.06% | 108 |
|
|
2021
Q4 | $601K | Buy |
11,772
+370
| +3% | +$18.9K | 0.06% | 107 |
|
|
2021
Q3 | $576K | Sell |
11,402
-620
| -5% | -$31.3K | 0.06% | 102 |
|
|
2021
Q2 | $619K | Sell |
12,022
-5,795
| -33% | -$298K | 0.07% | 99 |
|
|
2021
Q1 | $875K | Buy |
17,817
+392
| +2% | +$19.3K | 0.1% | 76 |
|
|
2020
Q4 | $823K | Sell |
17,425
-1,400
| -7% | -$66.1K | 0.1% | 78 |
|
|
2020
Q3 | $770K | Sell |
18,825
-3,946
| -17% | -$161K | 0.11% | 82 |
|
|
2020
Q2 | $883K | Sell |
22,771
-3,072
| -12% | -$119K | 0.13% | 77 |
|
|
2020
Q1 | $861K | Sell |
25,843
-1,397
| -5% | -$46.5K | 0.15% | 73 |
|
|
2019
Q4 | $1.2M | Buy |
27,240
+525
| +2% | +$23.1K | 0.17% | 73 |
|
|
2019
Q3 | $1.1M | Sell |
26,715
-7,955
| -23% | -$327K | 0.17% | 76 |
|
|
2019
Q2 | $1.45M | Sell |
34,670
-4,339
| -11% | -$181K | 0.21% | 72 |
|
|
2019
Q1 | $1.6M | Buy |
39,009
+5,532
| +17% | +$226K | 0.24% | 67 |
|
|
2018
Q4 | $1.24M | Buy |
33,477
+7,842
| +31% | +$291K | 0.21% | 71 |
|
|
2018
Q3 | $1.11M | Buy |
25,635
+62
| +0.2% | +$2.68K | 0.16% | 84 |
|
|
2018
Q2 | $1.1M | Buy |
25,573
+1,550
| +6% | +$66.5K | 0.17% | 82 |
|
|
2018
Q1 | $1.06M | Buy |
24,023
+12,705
| +112% | +$562K | 0.17% | 84 |
|
|
2017
Q4 | $508K | Buy |
11,318
+540
| +5% | +$24.2K | 0.08% | 126 |
|
|
2017
Q3 | $468K | Buy |
10,778
+1,655
| +18% | +$71.9K | 0.08% | 129 |
|
|
2017
Q2 | $377K | Buy |
9,123
+8,300
| +1,009% | +$343K | 0.06% | 147 |
|
|
2017
Q1 | $32K | Hold |
823
| – | – | 0.01% | 332 |
|
|
2016
Q4 | $30K | Sell |
823
-983
| -54% | -$35.8K | 0.01% | 340 |
|
|
2016
Q3 | $68K | Buy |
+1,806
| New | +$68K | 0.01% | 276 |
|