EWA
Encompass 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 | $6.53M | Buy |
114,460
+267
| +0.2% | +$15.2K | 2.39% | 10 |
|
|
2025
Q1 | $5.8M | Buy |
114,193
+1,323
| +1% | +$67.2K | 2.36% | 10 |
|
|
2024
Q4 | $5.4M | Buy |
112,870
+1,108
| +1% | +$53K | 2.18% | 10 |
|
|
2024
Q3 | $5.9M | Buy |
111,762
+3,141
| +3% | +$166K | 1.48% | 14 |
|
|
2024
Q2 | $5.37M | Sell |
108,621
-2,592
| -2% | -$128K | 1.42% | 14 |
|
|
2024
Q1 | $5.58M | Sell |
111,213
-5,137
| -4% | -$258K | 1.48% | 13 |
|
|
2023
Q4 | $5.57M | Buy |
116,350
+3,977
| +4% | +$190K | 1.67% | 12 |
|
|
2023
Q3 | $4.91M | Buy |
112,373
+2,898
| +3% | +$127K | 1.63% | 12 |
|
|
2023
Q2 | $5.06M | Buy |
109,475
+329
| +0.3% | +$15.2K | 1.64% | 12 |
|
|
2023
Q1 | $4.93M | Buy |
109,146
+1,225
| +1% | +$55.3K | 1.68% | 12 |
|
|
2022
Q4 | $4.53M | Buy |
107,921
+6,388
| +6% | +$268K | 1.65% | 13 |
|
|
2022
Q3 | $3.69M | Sell |
101,533
-26,357
| -21% | -$958K | 1.4% | 14 |
|
|
2022
Q2 | $5.22M | Sell |
127,890
-48,521
| -28% | -$1.98M | 1.85% | 12 |
|
|
2022
Q1 | $8.47M | Buy |
176,411
+31,646
| +22% | +$1.52M | 2.14% | 9 |
|
|
2021
Q4 | $7.39M | Buy |
144,765
+4,774
| +3% | +$244K | 1.8% | 11 |
|
|
2021
Q3 | $7.07M | Buy |
139,991
+5,342
| +4% | +$270K | 1.84% | 12 |
|
|
2021
Q2 | $6.94M | Buy |
134,649
+6,068
| +5% | +$313K | 1.71% | 12 |
|
|
2021
Q1 | $6.5M | Buy |
128,581
+42,834
| +50% | +$2.16M | 1.66% | 11 |
|
|
2020
Q4 | $4.05M | Buy |
+85,747
| New | +$4.05M | 2.33% | 10 |
|