FSWA
Financial Synergies 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 | $51.3M | Sell |
900,012
-340
| -0% | -$19.4K | 5.59% | 7 |
|
|
2025
Q1 | $45.8M | Buy |
900,352
+27,816
| +3% | +$1.41M | 5.57% | 6 |
|
|
2024
Q4 | $41.7M | Buy |
872,536
+33,588
| +4% | +$1.61M | 5.18% | 7 |
|
|
2024
Q3 | $44.3M | Buy |
838,948
+16,759
| +2% | +$885K | 5.5% | 7 |
|
|
2024
Q2 | $40.6M | Buy |
822,189
+17,327
| +2% | +$856K | 5.47% | 7 |
|
|
2024
Q1 | $40.4M | Buy |
804,862
+24,493
| +3% | +$1.23M | 5.3% | 7 |
|
|
2023
Q4 | $32.8M | Sell |
780,369
-2,033
| -0.3% | -$85.3K | 5.07% | 7 |
|
|
2023
Q3 | $34.2M | Buy |
782,402
+16,155
| +2% | +$706K | 4.94% | 8 |
|
|
2023
Q2 | $35.4M | Sell |
766,247
-6,895
| -0.9% | -$318K | 4.96% | 8 |
|
|
2023
Q1 | $34.9M | Sell |
773,142
-7,227
| -0.9% | -$326K | 5.12% | 8 |
|
|
2022
Q4 | $32.8M | Sell |
780,369
-61,470
| -7% | -$2.58M | 5.07% | 7 |
|
|
2022
Q3 | $30.6M | Buy |
841,839
+33,073
| +4% | +$1.2M | 5.26% | 6 |
|
|
2022
Q2 | $33M | Buy |
808,766
+62,152
| +8% | +$2.54M | 5.37% | 7 |
|
|
2022
Q1 | $35.9M | Buy |
746,614
+10,229
| +1% | +$491K | 5.64% | 7 |
|
|
2021
Q4 | $37.6M | Buy |
736,385
+10,720
| +1% | +$547K | 5.15% | 8 |
|
|
2021
Q3 | $36.6M | Buy |
725,665
+11,188
| +2% | +$565K | 5.01% | 9 |
|
|
2021
Q2 | $36.8M | Buy |
714,477
+29,229
| +4% | +$1.51M | 5.02% | 9 |
|
|
2021
Q1 | $33.7M | Buy |
685,248
+24,004
| +4% | +$1.18M | 4.89% | 9 |
|
|
2020
Q4 | $31.2M | Buy |
661,244
+251,638
| +61% | +$11.9M | 4.86% | 9 |
|
|
2020
Q3 | $16.8M | Buy |
409,606
+116,836
| +40% | +$4.78M | 4.29% | 6 |
|
|
2020
Q2 | $11.4M | Sell |
292,770
-75,287
| -20% | -$2.92M | 3.85% | 7 |
|
|
2020
Q1 | $12.3M | Buy |
368,057
+21,579
| +6% | +$719K | 6.98% | 4 |
|
|
2019
Q4 | $15.3M | Buy |
346,478
+15,779
| +5% | +$695K | 6.86% | 4 |
|
|
2019
Q3 | $13.6M | Buy |
330,699
+9,478
| +3% | +$389K | 6.63% | 4 |
|
|
2019
Q2 | $13.4M | Buy |
321,221
+12,601
| +4% | +$526K | 6.73% | 4 |
|
|
2019
Q1 | $12.6M | Buy |
+308,620
| New | +$12.6M | 6.7% | 4 |
|