GWAM
Guardian Wealth Advisors (Minnesota)’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 | $22.1M | Buy |
386,914
+6,415
| +2% | +$366K | 13.06% | 2 |
|
|
2025
Q1 | $19.3M | Buy |
380,499
+21,083
| +6% | +$1.07M | 12.41% | 2 |
|
|
2024
Q4 | $17.2M | Buy |
359,416
+12,548
| +4% | +$600K | 11.01% | 2 |
|
|
2024
Q3 | $18.3M | Buy |
346,868
+5,323
| +2% | +$281K | 11.31% | 2 |
|
|
2024
Q2 | $16.9M | Sell |
341,545
-1,035
| -0.3% | -$51.2K | 10.98% | 2 |
|
|
2024
Q1 | $17.2M | Buy |
342,580
+1,937
| +0.6% | +$97.2K | 11.17% | 2 |
|
|
2023
Q4 | $16.3M | Buy |
340,643
+7,648
| +2% | +$366K | 11.38% | 2 |
|
|
2023
Q3 | $14.6M | Buy |
332,995
+3,581
| +1% | +$157K | 11.15% | 2 |
|
|
2023
Q2 | $15.2M | Buy |
329,414
+10,881
| +3% | +$502K | 11.19% | 2 |
|
|
2023
Q1 | $14.4M | Buy |
318,533
+30,561
| +11% | +$1.38M | 11.27% | 2 |
|
|
2022
Q4 | $12.1M | Buy |
287,972
+19,507
| +7% | +$819K | 10.73% | 2 |
|
|
2022
Q3 | $9.76M | Buy |
268,465
+12,652
| +5% | +$460K | 9.49% | 2 |
|
|
2022
Q2 | $10.4M | Buy |
255,813
+14,918
| +6% | +$609K | 9.61% | 2 |
|
|
2022
Q1 | $11.6M | Buy |
240,895
+10,252
| +4% | +$492K | 9.51% | 2 |
|
|
2021
Q4 | $11.8M | Buy |
230,643
+13,927
| +6% | +$711K | 9.44% | 2 |
|
|
2021
Q3 | $10.9M | Buy |
216,716
+2,612
| +1% | +$132K | 9.73% | 2 |
|
|
2021
Q2 | $11M | Buy |
214,104
+2,099
| +1% | +$108K | 9.55% | 2 |
|
|
2021
Q1 | $10.4M | Buy |
212,005
+3,030
| +1% | +$149K | 9.65% | 2 |
|
|
2020
Q4 | $9.87M | Buy |
+208,975
| New | +$9.87M | 9.79% | 2 |
|