GWA
Geometric 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 | $1.11M | Buy |
19,533
+1,429
| +8% | +$81.5K | 0.17% | 21 |
|
|
2025
Q1 | $920K | Buy |
18,104
+559
| +3% | +$28.4K | 0.16% | 22 |
|
|
2024
Q4 | $839K | Buy |
17,545
+2,310
| +15% | +$110K | 0.15% | 27 |
|
|
2024
Q3 | $805K | Sell |
15,235
-147
| -1% | -$7.76K | 0.15% | 28 |
|
|
2024
Q2 | $760K | Buy |
15,382
+10,045
| +188% | +$496K | 0.16% | 25 |
|
|
2024
Q1 | $268K | Buy |
5,337
+60
| +1% | +$3.01K | 0.06% | 40 |
|
|
2023
Q4 | $253K | Sell |
5,277
-39
| -0.7% | -$1.87K | 0.07% | 38 |
|
|
2023
Q3 | $232K | Buy |
5,316
+539
| +11% | +$23.6K | 0.07% | 35 |
|
|
2023
Q2 | $225K | Buy |
+4,777
| New | +$225K | 0.07% | 36 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$216K | – | 38 |
|
|
2022
Q1 | $216K | Buy |
+4,500
| New | +$216K | 0.65% | 30 |
|