EWA
EP 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 | $55.1M | Buy |
966,448
+105,665
| +12% | +$6.02M | 0.36% | 57 |
|
|
2025
Q1 | $43.8M | Sell |
860,783
-531,783
| -38% | -$27M | 0.35% | 61 |
|
|
2024
Q4 | $66.6M | Buy |
1,392,566
+710,436
| +104% | +$34M | 0.54% | 39 |
|
|
2024
Q3 | $36M | Buy |
682,130
+4,614
| +0.7% | +$244K | 0.31% | 68 |
|
|
2024
Q2 | $33.5M | Sell |
677,516
-24,104
| -3% | -$1.19M | 0.36% | 66 |
|
|
2024
Q1 | $35.2M | Sell |
701,620
-16,198
| -2% | -$813K | 0.41% | 61 |
|
|
2023
Q4 | $34.4M | Buy |
717,818
+31,516
| +5% | +$1.51M | 0.44% | 62 |
|
|
2023
Q3 | $30M | Buy |
686,302
+684,565
| +39,411% | +$29.9M | 0.47% | 59 |
|
|
2023
Q2 | $31.1M | Buy |
1,737
+193
| +13% | +$3.45M | 0.45% | 57 |
|
|
2023
Q1 | $299K | Sell |
1,544
-1,238,175
| -100% | -$240M | 0.01% | 489 |
|
|
2022
Q4 | $52M | Buy |
1,239,719
+586,277
| +90% | +$24.6M | 0.94% | 25 |
|
|
2022
Q3 | $23.8M | Sell |
653,442
-304,102
| -32% | -$11.1M | 0.54% | 49 |
|
|
2022
Q2 | $39.1M | Buy |
957,544
+355,768
| +59% | +$14.5M | 0.88% | 28 |
|
|
2022
Q1 | $28.9M | Sell |
601,776
-7,867
| -1% | -$378K | 0.63% | 45 |
|
|
2021
Q4 | $31.1M | Buy |
609,643
+488,342
| +403% | +$24.9M | 0.74% | 36 |
|
|
2021
Q3 | $6.12M | Buy |
121,301
+10,145
| +9% | +$512K | 0.17% | 80 |
|
|
2021
Q2 | $5.73M | Buy |
111,156
+2,910
| +3% | +$150K | 0.16% | 92 |
|
|
2021
Q1 | $5.32M | Buy |
108,246
+6,986
| +7% | +$343K | 0.17% | 92 |
|
|
2020
Q4 | $4.78M | Sell |
101,260
-153,365
| -60% | -$7.24M | 0.17% | 76 |
|
|
2020
Q3 | $10.4M | Sell |
254,625
-74,727
| -23% | -$3.06M | 0.45% | 48 |
|
|
2020
Q2 | $12.8M | Sell |
329,352
-33,208
| -9% | -$1.29M | 0.55% | 43 |
|
|
2020
Q1 | $12.1M | Sell |
362,560
-48,251
| -12% | -$1.61M | 0.59% | 35 |
|
|
2019
Q4 | $18.1M | Buy |
410,811
+351,592
| +594% | +$15.5M | 0.75% | 32 |
|
|
2019
Q3 | $2.43M | Buy |
59,219
+3,482
| +6% | +$143K | 0.12% | 95 |
|
|
2019
Q2 | $2.33M | Buy |
+55,737
| New | +$2.33M | 0.15% | 73 |
|
|
2019
Q1 | – | Sell |
-61,287
| Closed | -$2.27M | – | 270 |
|
|
2018
Q4 | $2.27M | Buy |
61,287
+21,956
| +56% | +$815K | 0.18% | 77 |
|
|
2018
Q3 | $1.7M | Buy |
39,331
+7,807
| +25% | +$338K | 0.13% | 86 |
|
|
2018
Q2 | $1.35M | Hold |
31,524
| – | – | 0.13% | 75 |
|
|
2018
Q1 | $1.4M | Buy |
31,524
+1,202
| +4% | +$53.2K | 0.13% | 81 |
|
|
2017
Q4 | $1.36M | Buy |
30,322
+5,161
| +21% | +$231K | 0.14% | 65 |
|
|
2017
Q3 | $1.09M | Sell |
25,161
-2,431
| -9% | -$106K | 0.13% | 77 |
|
|
2017
Q2 | $1.14M | Buy |
27,592
+7,998
| +41% | +$330K | 0.14% | 80 |
|
|
2017
Q1 | $770K | Sell |
19,594
-1,387
| -7% | -$54.5K | 0.11% | 68 |
|
|
2016
Q4 | $767K | Buy |
20,981
+1,046
| +5% | +$38.2K | 0.11% | 66 |
|
|
2016
Q3 | $746K | Sell |
19,935
-22
| -0.1% | -$823 | 0.12% | 59 |
|
|
2016
Q2 | $706K | Buy |
19,957
+5,372
| +37% | +$190K | 0.11% | 64 |
|
|
2016
Q1 | $523K | Buy |
+14,585
| New | +$523K | 0.08% | 76 |
|
|
2015
Q4 | – | Sell |
-6,543
| Closed | -$233K | – | 162 |
|
|
2015
Q3 | $233K | Buy |
+6,543
| New | +$233K | 0.04% | 125 |
|