BWA
Burt 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 | $5.18M | Buy |
90,941
+9,341
| +11% | +$533K | 1.19% | 17 |
|
|
2025
Q1 | $4.15M | Buy |
81,600
+36,689
| +82% | +$1.86M | 1.04% | 19 |
|
|
2024
Q4 | $2.15M | Buy |
44,911
+33,585
| +297% | +$1.61M | 0.55% | 26 |
|
|
2024
Q3 | $598K | Buy |
11,326
+6,951
| +159% | +$367K | 0.15% | 56 |
|
|
2024
Q2 | $216K | Buy |
+4,375
| New | +$216K | 0.06% | 105 |
|
|
2021
Q1 | – | Sell |
-1,703
| Closed | -$80K | – | 354 |
|
|
2020
Q4 | $80K | Hold |
1,703
| – | – | 0.03% | 146 |
|
|
2020
Q3 | $70K | Hold |
1,703
| – | – | 0.03% | 151 |
|
|
2020
Q2 | $66K | Hold |
1,703
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $57K | Hold |
1,703
| – | – | 0.03% | 156 |
|
|
2019
Q4 | $75K | Hold |
1,703
| – | – | 0.03% | 147 |
|
|
2019
Q3 | $70K | Hold |
1,703
| – | – | 0.03% | 148 |
|
|
2019
Q2 | $71K | Hold |
1,703
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $70K | Buy |
+1,703
| New | +$70K | 0.03% | 148 |
|