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GWANC
Guardian Wealth Advisors (North Carolina)’s
Vanguard FTSE Developed Markets ETF
VEA
Stock Holding History
Guardian Wealth Advisors (North Carolina)’s Portfolio
VEA Stock Details
VEA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$36.8M
Buy
574,533
+15,084
+3%
+$996K
2.34%
10
2025
Q4
$34.9M
Buy
559,449
+18,284
+3%
+$1.12M
2.19%
11
2025
Q3
$32.4M
Buy
541,165
+192,558
+55%
+$11.2M
2.12%
10
2025
Q2
$19.9M
Buy
348,607
+18,911
+6%
+$1.01M
1.4%
16
2025
Q1
$16.8M
Buy
329,696
+15,232
+5%
+$771K
1.34%
17
2024
Q4
$15M
Buy
314,464
+303,673
+2,814%
+$15.2M
1.2%
19
2024
Q3
$570K
Sell
10,791
-5,828
-35%
-$296K
0.06%
149
2024
Q2
$821K
Hold
16,619
–
–
0.1%
114
2024
Q1
$834K
Buy
16,619
+9,439
+131%
+$456K
0.1%
113
2023
Q4
$344K
Hold
7,180
–
–
0.05%
178
2023
Q3
$323K
Sell
7,180
-1,358
-16%
-$62.1K
0.05%
179
2023
Q2
$394K
Buy
8,538
+244
+3%
+$11.2K
0.07%
147
2023
Q1
$375K
Buy
8,294
+382
+5%
+$17K
0.07%
145
2022
Q4
$332K
Buy
7,912
+510
+7%
+$20.7K
0.06%
143
2022
Q3
$269K
Buy
7,402
+2,164
+41%
+$88.2K
0.05%
156
2022
Q2
$214K
Buy
+5,238
New
+$233K
0.04%
181
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1-Year Est. Return
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
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$45.6B AUM
18.83%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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