BWP
Bernardo Wealth Planning’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 | $251K | Buy |
4,396
+75
| +2% | +$4.28K | 0.05% | 102 |
|
|
2025
Q1 | $220K | Buy |
4,321
+38
| +0.9% | +$1.94K | 0.05% | 106 |
|
|
2024
Q4 | $204K | Buy |
4,283
+51
| +1% | +$2.42K | 0.05% | 105 |
|
|
2024
Q3 | $218K | Buy |
4,232
+29
| +0.7% | +$1.49K | 0.05% | 106 |
|
|
2024
Q2 | $208K | Buy |
4,203
+32
| +0.8% | +$1.58K | 0.06% | 96 |
|
|
2024
Q1 | $209K | Buy |
+4,171
| New | +$209K | 0.06% | 100 |
|
|
2023
Q3 | – | Sell |
-4,556
| Closed | -$210K | – | 92 |
|
|
2023
Q2 | $210K | Hold |
4,556
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $206K | Buy |
+4,556
| New | +$206K | 0.09% | 85 |
|
|
2021
Q1 | – | Sell |
-10,115
| Closed | -$477K | – | 149 |
|
|
2020
Q4 | $477K | Buy |
10,115
+28
| +0.3% | +$1.32K | 0.18% | 100 |
|
|
2020
Q3 | $412K | Sell |
10,087
-1,173
| -10% | -$47.9K | 0.19% | 94 |
|
|
2020
Q2 | $436K | Sell |
11,260
-809
| -7% | -$31.3K | 0.23% | 82 |
|
|
2020
Q1 | $402K | Sell |
12,069
-3,025
| -20% | -$101K | 0.28% | 89 |
|
|
2019
Q4 | $665K | Sell |
15,094
-120
| -0.8% | -$5.29K | 0.4% | 56 |
|
|
2019
Q3 | $624K | Sell |
15,214
-458
| -3% | -$18.8K | 0.45% | 51 |
|
|
2019
Q2 | $654K | Sell |
15,672
-299
| -2% | -$12.5K | 0.51% | 47 |
|
|
2019
Q1 | $653K | Hold |
15,971
| – | – | 0.52% | 46 |
|
|
2018
Q4 | $593K | Buy |
+15,971
| New | +$593K | 0.52% | 44 |
|