EWM
Empirical Wealth Management’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 | $51.9M | Buy |
910,398
+40,856
| +5% | +$2.33M | 1.17% | 19 |
|
|
2025
Q1 | $44.2M | Buy |
869,542
+30,709
| +4% | +$1.56M | 1.14% | 20 |
|
|
2024
Q4 | $40.1M | Buy |
838,833
+90,726
| +12% | +$4.34M | 1.09% | 20 |
|
|
2024
Q3 | $39.5M | Buy |
748,107
+14,399
| +2% | +$760K | 1.11% | 20 |
|
|
2024
Q2 | $36.3M | Sell |
733,708
-6,723
| -0.9% | -$332K | 1.07% | 21 |
|
|
2024
Q1 | $37.1M | Sell |
740,431
-26,876
| -4% | -$1.35M | 1.12% | 20 |
|
|
2023
Q4 | $36.8M | Buy |
767,307
+25,027
| +3% | +$1.2M | 1.22% | 20 |
|
|
2023
Q3 | $32.5M | Buy |
742,280
+241
| +0% | +$10.5K | 1.27% | 19 |
|
|
2023
Q2 | $34.3M | Sell |
742,039
-977
| -0.1% | -$45.1K | 1.38% | 19 |
|
|
2023
Q1 | $33.6M | Buy |
743,016
+5,315
| +0.7% | +$240K | 1.46% | 19 |
|
|
2022
Q4 | $31M | Buy |
737,701
+18,455
| +3% | +$775K | 1.46% | 19 |
|
|
2022
Q3 | $26.2M | Sell |
719,246
-3,127
| -0.4% | -$114K | 1.37% | 19 |
|
|
2022
Q2 | $29.5M | Buy |
722,373
+44,359
| +7% | +$1.81M | 1.55% | 18 |
|
|
2022
Q1 | $32.6M | Sell |
678,014
-56,778
| -8% | -$2.73M | 1.62% | 17 |
|
|
2021
Q4 | $37.5M | Buy |
734,792
+97,618
| +15% | +$4.98M | 1.87% | 14 |
|
|
2021
Q3 | $32.2M | Buy |
637,174
+20,998
| +3% | +$1.06M | 1.83% | 15 |
|
|
2021
Q2 | $31.7M | Buy |
616,176
+408,213
| +196% | +$21M | 1.92% | 14 |
|
|
2021
Q1 | $10.2M | Sell |
207,963
-418,494
| -67% | -$20.6M | 0.82% | 23 |
|
|
2020
Q4 | $29.6M | Buy |
626,457
+3,742
| +0.6% | +$177K | 2.25% | 9 |
|
|
2020
Q3 | $25.5M | Buy |
622,715
+29,494
| +5% | +$1.21M | 2.18% | 9 |
|
|
2020
Q2 | $23M | Buy |
593,221
+153,671
| +35% | +$5.96M | 2.15% | 9 |
|
|
2020
Q1 | $14.7M | Buy |
439,550
+359,406
| +448% | +$12M | 1.6% | 12 |
|
|
2019
Q4 | $3.53M | Buy |
80,144
+5,519
| +7% | +$243K | 0.39% | 42 |
|
|
2019
Q3 | $3.07M | Buy |
74,625
+6,624
| +10% | +$272K | 0.37% | 42 |
|
|
2019
Q2 | $2.84M | Buy |
68,001
+1,143
| +2% | +$47.7K | 0.37% | 40 |
|
|
2019
Q1 | $2.73M | Sell |
66,858
-6,902
| -9% | -$282K | 0.4% | 36 |
|
|
2018
Q4 | $2.74M | Sell |
73,760
-13,288
| -15% | -$493K | 0.46% | 30 |
|
|
2018
Q3 | $3.77M | Buy |
87,048
+1,481
| +2% | +$64.1K | 0.67% | 21 |
|
|
2018
Q2 | $3.67M | Sell |
85,567
-10,527
| -11% | -$452K | 0.69% | 21 |
|
|
2018
Q1 | $4.25M | Buy |
96,094
+10,902
| +13% | +$482K | 0.84% | 19 |
|
|
2017
Q4 | $3.82M | Buy |
85,192
+9,575
| +13% | +$430K | 0.82% | 19 |
|
|
2017
Q3 | $3.28M | Sell |
75,617
-181
| -0.2% | -$7.86K | 0.76% | 18 |
|
|
2017
Q2 | $3.13M | Sell |
75,798
-12,245
| -14% | -$506K | 0.76% | 18 |
|
|
2017
Q1 | $3.46M | Sell |
88,043
-1,232
| -1% | -$48.4K | 0.86% | 17 |
|
|
2016
Q4 | $3.26M | Buy |
+89,275
| New | +$3.26M | 0.8% | 17 |
|
|
2016
Q3 | – | Sell |
-170,031
| Closed | -$6.01M | – | 116 |
|
|
2016
Q2 | $6.01M | Sell |
170,031
-307,109
| -64% | -$10.9M | 1.58% | 11 |
|
|
2016
Q1 | $17.1M | Buy |
477,140
+55,796
| +13% | +$2M | 4.14% | 7 |
|
|
2015
Q4 | $15.5M | Buy |
421,344
+16,849
| +4% | +$619K | 3.76% | 7 |
|
|
2015
Q3 | $14.4M | Buy |
404,495
+12,404
| +3% | +$442K | 3.4% | 8 |
|
|
2015
Q2 | $15.5M | Buy |
392,091
+5,556
| +1% | +$220K | 3.61% | 8 |
|
|
2015
Q1 | $15.4M | Buy |
386,535
+3,580
| +0.9% | +$143K | 3.69% | 7 |
|
|
2014
Q4 | $14.5M | Sell |
382,955
-14,987
| -4% | -$568K | 3.54% | 7 |
|
|
2014
Q3 | $15.8M | Buy |
397,942
+29,207
| +8% | +$1.16M | 3.83% | 8 |
|
|
2014
Q2 | $15.7M | Buy |
368,735
+26,862
| +8% | +$1.14M | 3.89% | 8 |
|
|
2014
Q1 | $14.1M | Buy |
341,873
+36,058
| +12% | +$1.49M | 3.72% | 8 |
|
|
2013
Q4 | $12.7M | Buy |
305,815
+112,929
| +59% | +$4.71M | 3.6% | 7 |
|
|
2013
Q3 | $7.63M | Buy |
192,886
+22,570
| +13% | +$893K | 2.39% | 10 |
|
|
2013
Q2 | $6.06M | Buy |
+170,316
| New | +$6.06M | 2.02% | 12 |
|