HWA
Heartwood 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 | $50.5M | Buy |
886,057
+5,723
| +0.7% | +$326K | 5.27% | 3 |
|
|
2025
Q1 | $44.7M | Sell |
880,334
-31,087
| -3% | -$1.58M | 5.11% | 3 |
|
|
2024
Q4 | $43.6M | Buy |
911,421
+13,325
| +1% | +$637K | 4.91% | 3 |
|
|
2024
Q3 | $47.4M | Sell |
898,096
-1,626
| -0.2% | -$85.9K | 5.25% | 3 |
|
|
2024
Q2 | $44.5M | Buy |
899,722
+7,748
| +0.9% | +$383K | 5.31% | 3 |
|
|
2024
Q1 | $44.8M | Sell |
891,974
-463,207
| -34% | -$23.2M | 5.51% | 3 |
|
|
2023
Q4 | $64.9M | Buy |
1,355,181
+17,429
| +1% | +$835K | 8.64% | 3 |
|
|
2023
Q3 | $58.5M | Buy |
1,337,752
+12,156
| +0.9% | +$531K | 8.63% | 3 |
|
|
2023
Q2 | $61.2M | Buy |
1,325,596
+24,646
| +2% | +$1.14M | 8.68% | 3 |
|
|
2023
Q1 | $58.8M | Buy |
1,300,950
+50,298
| +4% | +$2.27M | 8.76% | 3 |
|
|
2022
Q4 | $52.5M | Buy |
1,250,652
+31,857
| +3% | +$1.34M | 8.22% | 3 |
|
|
2022
Q3 | $44.3M | Sell |
1,218,795
-174,122
| -13% | -$6.33M | 7.68% | 3 |
|
|
2022
Q2 | $56.8M | Buy |
1,392,917
+46,744
| +3% | +$1.91M | 9.35% | 2 |
|
|
2022
Q1 | $64.7M | Buy |
1,346,173
+71,948
| +6% | +$3.46M | 9.63% | 2 |
|
|
2021
Q4 | $65.1M | Buy |
1,274,225
+13,975
| +1% | +$714K | 9.77% | 3 |
|
|
2021
Q3 | $63.6M | Buy |
1,260,250
+11,049
| +0.9% | +$558K | 9.91% | 2 |
|
|
2021
Q2 | $64.4M | Sell |
1,249,201
-4,611
| -0.4% | -$238K | 9.89% | 3 |
|
|
2021
Q1 | $61.6M | Sell |
1,253,812
-162,646
| -11% | -$7.99M | 9.89% | 3 |
|
|
2020
Q4 | $66.9M | Buy |
1,416,458
+33,314
| +2% | +$1.57M | 10.79% | 2 |
|
|
2020
Q3 | $56.6M | Sell |
1,383,144
-273,457
| -17% | -$11.2M | 10.82% | 2 |
|
|
2020
Q2 | $53.5M | Buy |
1,656,601
+287,062
| +21% | +$9.26M | 10.58% | 3 |
|
|
2020
Q1 | $45.7M | Buy |
1,369,539
+1,143
| +0.1% | +$38.1K | 10.96% | 1 |
|
|
2019
Q4 | $60.3M | Buy |
+1,368,396
| New | +$60.3M | 11.52% | 1 |
|