HWA
HHM 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 | $484K | Buy |
8,493
+153
| +2% | +$8.72K | 0.06% | 119 |
|
|
2025
Q1 | $424K | Buy |
8,340
+1,461
| +21% | +$74.3K | 0.06% | 117 |
|
|
2024
Q4 | $329K | Hold |
6,879
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $363K | Hold |
6,879
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $340K | Buy |
6,879
+250
| +4% | +$12.4K | 0.05% | 121 |
|
|
2024
Q1 | $333K | Sell |
6,629
-108
| -2% | -$5.42K | 0.05% | 105 |
|
|
2023
Q4 | $323K | Hold |
6,737
| – | – | 0.06% | 95 |
|
|
2023
Q3 | $295K | Hold |
6,737
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $311K | Buy |
6,737
+66
| +1% | +$3.05K | 0.06% | 103 |
|
|
2023
Q1 | $301K | Buy |
6,671
+201
| +3% | +$9.08K | 0.06% | 103 |
|
|
2022
Q4 | $272K | Buy |
6,470
+38
| +0.6% | +$1.6K | 0.06% | 100 |
|
|
2022
Q3 | $234K | Hold |
6,432
| – | – | 0.06% | 96 |
|
|
2022
Q2 | $262K | Hold |
6,432
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $309K | Sell |
6,432
-168
| -3% | -$8.07K | 0.07% | 111 |
|
|
2021
Q4 | $337K | Hold |
6,600
| – | – | 0.08% | 95 |
|
|
2021
Q3 | $333K | Sell |
6,600
-84
| -1% | -$4.24K | 0.09% | 94 |
|
|
2021
Q2 | $344K | Hold |
6,684
| – | – | 0.09% | 88 |
|
|
2021
Q1 | $328K | Buy |
6,684
+1,622
| +32% | +$79.6K | 0.1% | 81 |
|
|
2020
Q4 | $239K | Buy |
5,062
+4,810
| +1,909% | +$227K | 0.08% | 95 |
|
|
2020
Q3 | $10K | Hold |
252
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $10K | Hold |
252
| – | – | ﹤0.01% | 374 |
|
|
2020
Q1 | $8K | Buy |
+252
| New | +$8K | ﹤0.01% | 372 |
|