BFWA
Benchmark Financial 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 | $1.29M | Buy |
22,683
+2,172
| +11% | +$124K | 0.43% | 34 |
|
|
2025
Q1 | $1.04M | Sell |
20,511
-9,188
| -31% | -$467K | 0.39% | 39 |
|
|
2024
Q4 | $1.42M | Buy |
29,699
+14,030
| +90% | +$671K | 0.46% | 30 |
|
|
2024
Q3 | $827K | Buy |
15,669
+237
| +2% | +$12.5K | 0.28% | 38 |
|
|
2024
Q2 | $763K | Buy |
15,432
+1,686
| +12% | +$83.3K | 0.28% | 38 |
|
|
2024
Q1 | $690K | Buy |
13,746
+1,571
| +13% | +$78.8K | 0.26% | 41 |
|
|
2023
Q4 | $583K | Buy |
12,175
+3,031
| +33% | +$145K | 0.25% | 40 |
|
|
2023
Q3 | $400K | Buy |
9,144
+578
| +7% | +$25.3K | 0.19% | 42 |
|
|
2023
Q2 | $396K | Sell |
8,566
-928
| -10% | -$42.9K | 0.18% | 42 |
|
|
2023
Q1 | $429K | Buy |
9,494
+581
| +7% | +$26.2K | 0.22% | 38 |
|
|
2022
Q4 | $374K | Buy |
8,913
+2,122
| +31% | +$89.1K | 0.2% | 42 |
|
|
2022
Q3 | $247K | Buy |
6,791
+817
| +14% | +$29.7K | 0.15% | 59 |
|
|
2022
Q2 | $244K | Buy |
+5,974
| New | +$244K | 0.13% | 58 |
|