FWA
FSM 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 | $2.8M | Buy |
49,506
+9,655
| +24% | +$546K | 0.46% | 41 |
|
|
2025
Q1 | $2.03M | Sell |
39,851
-102
| -0.3% | -$5.19K | 0.46% | 37 |
|
|
2024
Q4 | $1.93M | Buy |
39,953
+3,757
| +10% | +$182K | 0.47% | 38 |
|
|
2024
Q3 | $1.91M | Sell |
36,196
-1,172
| -3% | -$61.9K | 0.51% | 34 |
|
|
2024
Q2 | $1.85M | Sell |
37,368
-347
| -0.9% | -$17.1K | 0.62% | 32 |
|
|
2024
Q1 | $1.89M | Buy |
37,715
+10,274
| +37% | +$515K | 0.67% | 31 |
|
|
2023
Q4 | $1.31M | Sell |
27,441
-2,567
| -9% | -$123K | 0.56% | 38 |
|
|
2023
Q3 | $1.31M | Buy |
30,008
+246
| +0.8% | +$10.8K | 0.66% | 35 |
|
|
2023
Q2 | $1.37M | Sell |
29,762
-1,532
| -5% | -$70.3K | 0.69% | 35 |
|
|
2023
Q1 | $1.41M | Buy |
31,294
+355
| +1% | +$16K | 0.82% | 32 |
|
|
2022
Q4 | $1.3M | Buy |
30,939
+3,627
| +13% | +$152K | 0.92% | 31 |
|
|
2022
Q3 | $993K | Buy |
27,312
+1,262
| +5% | +$45.9K | 0.83% | 34 |
|
|
2022
Q2 | $1.11M | Buy |
+26,050
| New | +$1.11M | 1.1% | 32 |
|