GPWA
Great Point 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
Q1 | $599K | Sell |
11,779
-562
| -5% | -$28.6K | 0.13% | 43 |
|
2024
Q4 | $590K | Hold |
12,341
| – | – | 0.13% | 42 |
|
2024
Q3 | $652K | Sell |
12,341
-469
| -4% | -$24.8K | 0.14% | 43 |
|
2024
Q2 | $633K | Sell |
12,810
-364
| -3% | -$18K | 0.14% | 42 |
|
2024
Q1 | $661K | Sell |
13,174
-490
| -4% | -$24.6K | 0.15% | 41 |
|
2023
Q4 | $654K | Sell |
13,664
-242
| -2% | -$11.6K | 0.17% | 46 |
|
2023
Q3 | $608K | Sell |
13,906
-35
| -0.3% | -$1.53K | 0.18% | 46 |
|
2023
Q2 | $644K | Buy |
13,941
+536
| +4% | +$24.8K | 0.19% | 44 |
|
2023
Q1 | $605K | Sell |
13,405
-5,468
| -29% | -$247K | 0.19% | 43 |
|
2022
Q4 | $792K | Buy |
18,873
+134
| +0.7% | +$5.62K | 0.27% | 42 |
|
2022
Q3 | $681K | Buy |
18,739
+283
| +2% | +$10.3K | 0.25% | 43 |
|
2022
Q2 | $753K | Sell |
18,456
-1,152
| -6% | -$47K | 0.27% | 40 |
|
2022
Q1 | $942K | Sell |
19,608
-732
| -4% | -$35.2K | 0.29% | 31 |
|
2021
Q4 | $1.04M | Sell |
20,340
-563
| -3% | -$28.8K | 0.32% | 28 |
|
2021
Q3 | $1.06M | Sell |
20,903
-44
| -0.2% | -$2.22K | 0.36% | 28 |
|
2021
Q2 | $1.08M | Sell |
20,947
-2,387
| -10% | -$123K | 0.38% | 28 |
|
2021
Q1 | $1.15M | Sell |
23,334
-5,087
| -18% | -$250K | 0.44% | 24 |
|
2020
Q4 | $1.34M | Sell |
28,421
-6,147
| -18% | -$290K | 0.58% | 27 |
|
2020
Q3 | $1.34M | Hold |
34,568
| – | – | 0.69% | 23 |
|
2020
Q2 | $1.34M | Sell |
34,568
-38
| -0.1% | -$1.47K | 0.69% | 23 |
|
2020
Q1 | $1.15M | Sell |
34,606
-2,865
| -8% | -$95.5K | 0.96% | 20 |
|
2019
Q4 | $1.65M | Sell |
37,471
-1,536
| -4% | -$67.6K | 1.02% | 17 |
|
2019
Q3 | $1.6M | Sell |
39,007
-4,873
| -11% | -$200K | 1.09% | 16 |
|
2019
Q2 | $1.83M | Sell |
43,880
-2,497
| -5% | -$104K | 1.48% | 16 |
|
2019
Q1 | $1.9M | Sell |
46,377
-1,178
| -2% | -$48.1K | 1.61% | 16 |
|
2018
Q4 | $1.76M | Buy |
+47,555
| New | +$1.76M | 1.67% | 16 |
|