CWA
Canvas 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 | $1.27M | Buy |
22,149
+14
| +0.1% | +$800 | 0.25% | 56 |
|
2025
Q1 | $1.14M | Buy |
22,135
+666
| +3% | +$34.3K | 0.29% | 59 |
|
2024
Q4 | $1.03M | Buy |
21,469
+3,175
| +17% | +$152K | 0.26% | 60 |
|
2024
Q3 | $966K | Buy |
18,294
+167
| +0.9% | +$8.82K | 0.27% | 57 |
|
2024
Q2 | $909K | Buy |
18,127
+3,504
| +24% | +$176K | 0.28% | 52 |
|
2024
Q1 | $700K | Buy |
14,623
+1,845
| +14% | +$88.3K | 0.24% | 52 |
|
2023
Q4 | $608K | Buy |
12,778
+839
| +7% | +$39.9K | 0.22% | 58 |
|
2023
Q3 | $503K | Sell |
11,939
-804
| -6% | -$33.9K | 0.21% | 64 |
|
2023
Q2 | $602K | Buy |
12,743
+4,476
| +54% | +$211K | 0.22% | 61 |
|
2023
Q1 | $383K | Buy |
8,267
+1,885
| +30% | +$87.4K | 0.16% | 88 |
|
2022
Q4 | $287K | Buy |
+6,382
| New | +$287K | 0.12% | 115 |
|
2022
Q3 | – | Sell |
-6,005
| Closed | -$245K | – | 139 |
|
2022
Q2 | $245K | Sell |
6,005
-7,099
| -54% | -$290K | 0.1% | 111 |
|
2022
Q1 | $589K | Sell |
13,104
-12,250
| -48% | -$551K | 0.21% | 82 |
|
2021
Q4 | $1.3M | Buy |
25,354
+11,080
| +78% | +$566K | 0.47% | 53 |
|
2021
Q3 | $721K | Buy |
14,274
+2,018
| +16% | +$102K | 0.29% | 66 |
|
2021
Q2 | $631K | Buy |
12,256
+87
| +0.7% | +$4.48K | 0.28% | 66 |
|
2021
Q1 | $612K | Buy |
+12,169
| New | +$612K | 0.36% | 61 |
|