BWA
BlueSky 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 | $7.05M | Sell |
123,673
-5,092
| -4% | -$290K | 1.02% | 21 |
|
|
2025
Q1 | $6.55M | Sell |
128,765
-19,772
| -13% | -$1.01M | 1.01% | 21 |
|
|
2024
Q4 | $7.1M | Buy |
148,537
+29,179
| +24% | +$1.4M | 1.11% | 22 |
|
|
2024
Q3 | $6.3M | Buy |
119,358
+3,058
| +3% | +$161K | 0.98% | 22 |
|
|
2024
Q2 | $5.75M | Buy |
+116,300
| New | +$5.75M | 0.97% | 22 |
|
|
2024
Q1 | – | Sell |
-122,078
| Closed | -$5.85M | – | 59 |
|
|
2023
Q4 | $5.85M | Buy |
122,078
+6,620
| +6% | +$317K | 1.09% | 21 |
|
|
2023
Q3 | $5.05M | Buy |
115,458
+1,110
| +1% | +$48.5K | 1.03% | 20 |
|
|
2023
Q2 | $5.28M | Sell |
114,348
-12,582
| -10% | -$581K | 1.06% | 20 |
|
|
2023
Q1 | $5.73M | Sell |
126,930
-3,692
| -3% | -$167K | 1.19% | 20 |
|
|
2022
Q4 | $5.48M | Buy |
130,622
+1,215
| +0.9% | +$51K | 1.21% | 20 |
|
|
2022
Q3 | $4.71M | Buy |
129,407
+21,105
| +19% | +$767K | 1.09% | 21 |
|
|
2022
Q2 | $4.42M | Sell |
108,302
-5,751
| -5% | -$235K | 0.98% | 22 |
|
|
2022
Q1 | $5.48M | Buy |
114,053
+41,459
| +57% | +$1.99M | 1.06% | 19 |
|
|
2021
Q4 | $3.71M | Sell |
72,594
-1,379
| -2% | -$70.4K | 0.69% | 21 |
|
|
2021
Q3 | $3.74M | Sell |
73,973
-1,565
| -2% | -$79K | 0.73% | 20 |
|
|
2021
Q2 | $3.92M | Hold |
75,538
| – | – | 0.77% | 20 |
|
|
2021
Q1 | $3.8M | Sell |
75,538
-3,046
| -4% | -$153K | 0.86% | 18 |
|
|
2020
Q4 | $3.71M | Sell |
78,584
-1,527
| -2% | -$72.1K | 0.9% | 19 |
|
|
2020
Q3 | $3.36M | Buy |
80,111
+1,810
| +2% | +$76K | 0.88% | 18 |
|
|
2020
Q2 | $3.04M | Buy |
78,301
+18,218
| +30% | +$707K | 0.87% | 18 |
|
|
2020
Q1 | $2M | Buy |
60,083
+22,131
| +58% | +$738K | 0.74% | 24 |
|
|
2019
Q4 | $1.68M | Sell |
37,952
-3,272
| -8% | -$145K | 0.55% | 30 |
|
|
2019
Q3 | $1.67M | Sell |
41,224
-251
| -0.6% | -$10.1K | 0.57% | 30 |
|
|
2019
Q2 | $1.73M | Buy |
41,475
+2,204
| +6% | +$91.9K | 0.62% | 30 |
|
|
2019
Q1 | $1.63M | Sell |
39,271
-3,078
| -7% | -$128K | 0.59% | 30 |
|
|
2018
Q4 | $1.65M | Buy |
42,349
+20,706
| +96% | +$807K | 0.64% | 30 |
|
|
2018
Q3 | $906K | Buy |
21,643
+2,355
| +12% | +$98.6K | 0.34% | 34 |
|
|
2018
Q2 | $827K | Sell |
19,288
-108
| -0.6% | -$4.63K | 0.32% | 34 |
|
|
2018
Q1 | $858K | Buy |
19,396
+2,466
| +15% | +$109K | 0.33% | 34 |
|
|
2017
Q4 | $759K | Hold |
16,930
| – | – | 0.31% | 34 |
|
|
2017
Q3 | $735K | Sell |
16,930
-70
| -0.4% | -$3.04K | 0.32% | 33 |
|
|
2017
Q2 | $702K | Sell |
17,000
-47
| -0.3% | -$1.94K | 0.32% | 34 |
|
|
2017
Q1 | $670K | Sell |
17,047
-705
| -4% | -$27.7K | 0.32% | 34 |
|
|
2016
Q4 | $649K | Buy |
+17,752
| New | +$649K | 0.32% | 35 |
|