BWA
BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.77M | Sell |
189,831
-15,198
| -7% | -$702K | 1.01% | 20 |
|
|
2023
Q1 | $9.26M | Buy |
205,029
+1,862
| +0.9% | +$84.1K | 1.14% | 20 |
|
|
2022
Q4 | $8.53M | Sell |
203,167
-7,742
| -4% | -$325K | 1.06% | 22 |
|
|
2022
Q3 | $7.67M | Sell |
210,909
-9,189
| -4% | -$334K | 1.02% | 22 |
|
|
2022
Q2 | $8.98M | Buy |
220,098
+1,091
| +0.5% | +$44.5K | 1.11% | 18 |
|
|
2022
Q1 | $10.5M | Buy |
219,007
+27,087
| +14% | +$1.3M | 1.12% | 20 |
|
|
2021
Q4 | $9.8M | Sell |
191,920
-306
| -0.2% | -$15.6K | 1.04% | 20 |
|
|
2021
Q3 | $9.71M | Buy |
192,226
+10,296
| +6% | +$520K | 1.07% | 19 |
|
|
2021
Q2 | $9.37M | Buy |
181,930
+5,528
| +3% | +$285K | 1.04% | 21 |
|
|
2021
Q1 | $8.66M | Buy |
176,402
+7,587
| +4% | +$373K | 1.02% | 22 |
|
|
2020
Q4 | $7.97M | Buy |
168,815
+24,026
| +17% | +$1.13M | 1.12% | 22 |
|
|
2020
Q3 | $5.92M | Buy |
144,789
+30,266
| +26% | +$1.24M | 0.96% | 22 |
|
|
2020
Q2 | $4.44M | Buy |
114,523
+22,669
| +25% | +$879K | 0.78% | 29 |
|
|
2020
Q1 | $3.06M | Buy |
91,854
+3,000
| +3% | +$100K | 0.62% | 32 |
|
|
2019
Q4 | $3.92M | Sell |
88,854
-52,575
| -37% | -$2.32M | 1.01% | 21 |
|
|
2019
Q3 | $5.81M | Sell |
141,429
-116
| -0.1% | -$4.77K | 1.49% | 14 |
|
|
2019
Q2 | $5.9M | Sell |
141,545
-17,549
| -11% | -$732K | 1.61% | 14 |
|
|
2019
Q1 | $6.5M | Sell |
159,094
-5,788
| -4% | -$237K | 1.89% | 10 |
|
|
2018
Q4 | $6.12M | Buy |
164,882
+109,008
| +195% | +$4.04M | 2.11% | 10 |
|
|
2018
Q3 | $2.42M | Buy |
55,874
+31,578
| +130% | +$1.37M | 0.78% | 26 |
|
|
2018
Q2 | $1.04M | Buy |
24,296
+2,105
| +9% | +$90.3K | 0.35% | 56 |
|
|
2018
Q1 | $982K | Buy |
22,191
+661
| +3% | +$29.3K | 0.37% | 53 |
|
|
2017
Q4 | $966K | Buy |
21,530
+9,493
| +79% | +$426K | 0.43% | 45 |
|
|
2017
Q3 | $523K | Sell |
12,037
-724
| -6% | -$31.5K | 0.26% | 68 |
|
|
2017
Q2 | $527K | Buy |
+12,761
| New | +$527K | 0.23% | 76 |
|