FMWA
Forvis Mazars 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 | $815K | Buy |
14,294
+4,066
| +40% | +$232K | 0.02% | 225 |
|
|
2025
Q1 | $520K | Sell |
10,228
-10,655
| -51% | -$542K | 0.01% | 277 |
|
|
2024
Q4 | $999K | Sell |
20,883
-3,928
| -16% | -$188K | 0.02% | 219 |
|
|
2024
Q3 | $1.31M | Buy |
24,811
+210
| +0.9% | +$11.1K | 0.03% | 196 |
|
|
2024
Q2 | $1.22M | Sell |
24,601
-1,016
| -4% | -$50.2K | 0.03% | 196 |
|
|
2024
Q1 | $1.29M | Buy |
25,617
+1,234
| +5% | +$61.9K | 0.03% | 193 |
|
|
2023
Q4 | $1.17M | Sell |
24,383
-1,770
| -7% | -$84.8K | 0.03% | 191 |
|
|
2023
Q3 | $1.14M | Buy |
26,153
+3,372
| +15% | +$147K | 0.03% | 193 |
|
|
2023
Q2 | $1.05M | Sell |
22,781
-181
| -0.8% | -$8.36K | 0.03% | 213 |
|
|
2023
Q1 | $1.04M | Sell |
22,962
-1,919
| -8% | -$86.7K | 0.03% | 201 |
|
|
2022
Q4 | $1.04M | Sell |
24,881
-7,195
| -22% | -$302K | 0.04% | 198 |
|
|
2022
Q3 | $1.17M | Sell |
32,076
-6,920
| -18% | -$252K | 0.05% | 183 |
|
|
2022
Q2 | $1.59M | Buy |
38,996
+22,206
| +132% | +$906K | 0.06% | 146 |
|
|
2022
Q1 | $806K | Buy |
16,790
+5,082
| +43% | +$244K | 0.03% | 159 |
|
|
2021
Q4 | $598K | Buy |
11,708
+1,534
| +15% | +$78.4K | 0.03% | 168 |
|
|
2021
Q3 | $514K | Buy |
10,174
+1,251
| +14% | +$63.2K | 0.02% | 177 |
|
|
2021
Q2 | $460K | Sell |
8,923
-41
| -0.5% | -$2.11K | 0.02% | 177 |
|
|
2021
Q1 | $440K | Buy |
8,964
+162
| +2% | +$7.95K | 0.02% | 183 |
|
|
2020
Q4 | $416K | Buy |
+8,802
| New | +$416K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-19,078
| Closed | -$841K | – | 311 |
|
|
2019
Q4 | $841K | Buy |
19,078
+399
| +2% | +$17.6K | 0.06% | 130 |
|
|
2019
Q3 | $767K | Buy |
18,679
+1,190
| +7% | +$48.9K | 0.06% | 125 |
|
|
2019
Q2 | $729K | Sell |
17,489
-2,766
| -14% | -$115K | 0.06% | 127 |
|
|
2019
Q1 | $828K | Buy |
+20,255
| New | +$828K | 0.07% | 118 |
|
|
2016
Q2 | – | Sell |
-8,084
| Closed | -$290K | – | 198 |
|
|
2016
Q1 | $290K | Buy |
+8,084
| New | +$290K | 0.05% | 142 |
|
|
2015
Q3 | – | Sell |
-12,692
| Closed | -$503K | – | 198 |
|
|
2015
Q2 | $503K | Sell |
12,692
-3,693
| -23% | -$146K | 0.08% | 105 |
|
|
2015
Q1 | $653K | Buy |
+16,385
| New | +$653K | 0.09% | 94 |
|