HWA
Hillcrest 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 | $14.5M | Buy |
254,083
+7,750
| +3% | +$442K | 6.81% | 3 |
|
|
2025
Q1 | $12.5M | Sell |
246,333
-5,950
| -2% | -$302K | 6.2% | 3 |
|
|
2024
Q4 | $12.1M | Buy |
252,283
+19,500
| +8% | +$932K | 5.73% | 3 |
|
|
2024
Q3 | $12.3M | Buy |
232,783
+13,798
| +6% | +$729K | 6.14% | 4 |
|
|
2024
Q2 | $10.8M | Buy |
218,985
+5,425
| +3% | +$268K | 5.83% | 5 |
|
|
2024
Q1 | $10.7M | Buy |
213,560
+2,800
| +1% | +$140K | 5.81% | 6 |
|
|
2023
Q4 | $10.1M | Buy |
210,760
+4,250
| +2% | +$204K | 5.56% | 6 |
|
|
2023
Q3 | $9.03M | Buy |
206,510
+23,550
| +13% | +$1.03M | 5.14% | 8 |
|
|
2023
Q2 | $8.45M | Sell |
182,960
-1,100
| -0.6% | -$50.8K | 4.99% | 7 |
|
|
2023
Q1 | $8.31M | Sell |
184,060
-2,600
| -1% | -$117K | 4.93% | 7 |
|
|
2022
Q4 | $7.83M | Sell |
186,660
-28,550
| -13% | -$1.2M | 4.68% | 7 |
|
|
2022
Q3 | $7.83M | Sell |
215,210
-975
| -0.5% | -$35.5K | 4.96% | 7 |
|
|
2022
Q2 | $8.82M | Buy |
216,185
+32,875
| +18% | +$1.34M | 5.35% | 6 |
|
|
2022
Q1 | $8.8M | Buy |
183,310
+40,103
| +28% | +$1.93M | 4.88% | 7 |
|
|
2021
Q4 | $7.31M | Buy |
143,207
+26,750
| +23% | +$1.37M | 3.93% | 7 |
|
|
2021
Q3 | $5.88M | Buy |
116,457
+16,250
| +16% | +$820K | 3.49% | 7 |
|
|
2021
Q2 | $5.16M | Buy |
100,207
+4,277
| +4% | +$220K | 3.13% | 7 |
|
|
2021
Q1 | $4.71M | Buy |
95,930
+13,571
| +16% | +$666K | 2.87% | 9 |
|
|
2020
Q4 | $3.89M | Buy |
82,359
+5,165
| +7% | +$244K | 2.6% | 15 |
|
|
2020
Q3 | $3.16M | Sell |
77,194
-5,975
| -7% | -$244K | 2.24% | 16 |
|
|
2020
Q2 | $3.23M | Buy |
83,169
+4,525
| +6% | +$176K | 2.79% | 14 |
|
|
2020
Q1 | $2.62M | Buy |
78,644
+11,475
| +17% | +$383K | 2.61% | 15 |
|
|
2019
Q4 | $2.96M | Buy |
67,169
+5,425
| +9% | +$239K | 2.46% | 16 |
|
|
2019
Q3 | $2.54M | Buy |
61,744
+6,200
| +11% | +$255K | 2.18% | 17 |
|
|
2019
Q2 | $2.32M | Buy |
55,544
+1,280
| +2% | +$53.4K | 1.95% | 17 |
|
|
2019
Q1 | $2.22M | Buy |
54,264
+9,850
| +22% | +$403K | 1.95% | 18 |
|
|
2018
Q4 | $1.65M | Buy |
+44,414
| New | +$1.65M | 1.53% | 20 |
|