Guardian Wealth Advisors (North Carolina)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
348,607
+18,911
| +6% | +$1.08M | 1.4% | 16 |
|
|
2025
Q1 | $16.8M | Buy |
329,696
+15,232
| +5% | +$774K | 1.34% | 17 |
|
|
2024
Q4 | $15M | Buy |
314,464
+303,673
| +2,814% | +$14.5M | 1.19% | 18 |
|
|
2024
Q3 | $570K | Sell |
10,791
-5,828
| -35% | -$308K | 0.06% | 148 |
|
|
2024
Q2 | $821K | Hold |
16,619
| – | – | 0.1% | 114 |
|
|
2024
Q1 | $834K | Buy |
16,619
+9,439
| +131% | +$474K | 0.1% | 113 |
|
|
2023
Q4 | $344K | Hold |
7,180
| – | – | 0.05% | 178 |
|
|
2023
Q3 | $323K | Sell |
7,180
-1,358
| -16% | -$61K | 0.05% | 179 |
|
|
2023
Q2 | $394K | Buy |
8,538
+244
| +3% | +$11.3K | 0.07% | 147 |
|
|
2023
Q1 | $375K | Buy |
8,294
+382
| +5% | +$17.3K | 0.07% | 145 |
|
|
2022
Q4 | $332K | Buy |
7,912
+510
| +7% | +$21.4K | 0.06% | 143 |
|
|
2022
Q3 | $269K | Buy |
7,402
+2,164
| +41% | +$78.6K | 0.05% | 156 |
|
|
2022
Q2 | $214K | Buy |
+5,238
| New | +$214K | 0.04% | 181 |
|