BWA
Beam 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 | $713K | Buy |
12,511
+457
| +4% | +$26.1K | 0.21% | 84 |
|
|
2025
Q1 | $613K | Buy |
12,054
+1,345
| +13% | +$68.4K | 0.21% | 83 |
|
|
2024
Q4 | $512K | Sell |
10,709
-2,043
| -16% | -$97.7K | 0.16% | 90 |
|
|
2024
Q3 | $673K | Buy |
12,752
+854
| +7% | +$45.1K | 0.2% | 82 |
|
|
2024
Q2 | $588K | Buy |
11,898
+4,212
| +55% | +$208K | 0.2% | 78 |
|
|
2024
Q1 | $386K | Buy |
7,686
+17
| +0.2% | +$853 | 0.23% | 71 |
|
|
2023
Q4 | $367K | Buy |
7,669
+37
| +0.5% | +$1.77K | 0.23% | 67 |
|
|
2023
Q3 | $334K | Buy |
7,632
+666
| +10% | +$29.1K | 0.24% | 73 |
|
|
2023
Q2 | $322K | Buy |
6,966
+26
| +0.4% | +$1.2K | 0.22% | 75 |
|
|
2023
Q1 | $313K | Sell |
6,940
-64
| -0.9% | -$2.89K | 0.31% | 75 |
|
|
2022
Q4 | $294K | Sell |
7,004
-711
| -9% | -$29.8K | 0.31% | 70 |
|
|
2022
Q3 | $281K | Buy |
7,715
+1,758
| +30% | +$64K | 0.31% | 78 |
|
|
2022
Q2 | $243K | Buy |
+5,957
| New | +$243K | 0.27% | 85 |
|
|
2021
Q4 | – | Sell |
-4,830
| Closed | -$244K | – | 143 |
|
|
2021
Q3 | $244K | Sell |
4,830
-932
| -16% | -$47.1K | 0.21% | 118 |
|
|
2021
Q2 | $297K | Sell |
5,762
-106
| -2% | -$5.46K | 0.26% | 101 |
|
|
2021
Q1 | $288K | Buy |
5,868
+59
| +1% | +$2.9K | 0.26% | 95 |
|
|
2020
Q4 | $274K | Buy |
5,809
+198
| +4% | +$9.34K | 0.26% | 92 |
|
|
2020
Q3 | $229K | Buy |
+5,611
| New | +$229K | 0.21% | 113 |
|