HWA
HCR 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 | $1.71M | Buy |
30,061
+892
| +3% | +$50.9K | 0.2% | 71 |
|
|
2025
Q1 | $1.48M | Buy |
29,169
+685
| +2% | +$34.8K | 0.19% | 77 |
|
|
2024
Q4 | $1.36M | Buy |
28,484
+2,392
| +9% | +$114K | 0.17% | 84 |
|
|
2024
Q3 | $1.38M | Buy |
26,092
+845
| +3% | +$44.6K | 0.18% | 87 |
|
|
2024
Q2 | $1.25M | Sell |
25,247
-669
| -3% | -$33.1K | 0.18% | 81 |
|
|
2024
Q1 | $1.3M | Sell |
25,916
-2,395
| -8% | -$120K | 0.2% | 78 |
|
|
2023
Q4 | $1.36M | Buy |
+28,311
| New | +$1.36M | 0.21% | 74 |
|