BFA
Beacon Financial Advisory’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 | $589K | Sell |
10,336
-702
| -6% | -$40K | 0.15% | 176 |
|
2025
Q1 | $561K | Buy |
11,038
+1,329
| +14% | +$67.6K | 0.17% | 151 |
|
2024
Q4 | $464K | Sell |
9,709
-449
| -4% | -$21.5K | 0.15% | 172 |
|
2024
Q3 | $536K | Sell |
10,158
-361
| -3% | -$19.1K | 0.18% | 151 |
|
2024
Q2 | $520K | Buy |
10,519
+72
| +0.7% | +$3.56K | 0.19% | 141 |
|
2024
Q1 | $524K | Sell |
10,447
-341
| -3% | -$17.1K | 0.25% | 116 |
|
2023
Q4 | $517K | Sell |
10,788
-337
| -3% | -$16.1K | 0.25% | 116 |
|
2023
Q3 | $486K | Buy |
11,125
+1,762
| +19% | +$77K | 0.27% | 111 |
|
2023
Q2 | $432K | Buy |
9,363
+23
| +0.2% | +$1.06K | 0.25% | 128 |
|
2023
Q1 | $422K | Sell |
9,340
-4,768
| -34% | -$215K | 0.27% | 124 |
|
2022
Q4 | $592K | Sell |
14,108
-4,944
| -26% | -$208K | 0.42% | 73 |
|
2022
Q3 | $693K | Sell |
19,052
-3,350
| -15% | -$122K | 0.49% | 60 |
|
2022
Q2 | $914K | Sell |
22,402
-681
| -3% | -$27.8K | 0.52% | 55 |
|
2022
Q1 | $1.11M | Sell |
23,083
-1,383
| -6% | -$66.4K | 0.53% | 53 |
|
2021
Q4 | $1.25M | Buy |
24,466
+6,891
| +39% | +$352K | 0.58% | 49 |
|
2021
Q3 | $887K | Buy |
17,575
+743
| +4% | +$37.5K | 0.46% | 70 |
|
2021
Q2 | $867K | Sell |
16,832
-129
| -0.8% | -$6.65K | 0.47% | 72 |
|
2021
Q1 | $833K | Buy |
16,961
+11,616
| +217% | +$570K | 0.48% | 72 |
|
2020
Q4 | $252K | Buy |
+5,345
| New | +$252K | 0.16% | 161 |
|