HWMG
Hurlow Wealth Management Group’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 | $24.5M | Sell |
428,980
-2,097
| -0.5% | -$120K | 6.91% | 3 |
|
|
2025
Q1 | $21.9M | Buy |
431,077
+2,131
| +0.5% | +$108K | 6.85% | 3 |
|
|
2024
Q4 | $20.5M | Buy |
428,946
+29,142
| +7% | +$1.39M | 6.41% | 3 |
|
|
2024
Q3 | $21.1M | Buy |
399,804
+6,437
| +2% | +$340K | 6.59% | 3 |
|
|
2024
Q2 | $19.4M | Sell |
393,367
-3,242
| -0.8% | -$160K | 6.67% | 3 |
|
|
2024
Q1 | $19.9M | Buy |
396,609
+1,114
| +0.3% | +$55.9K | 7.02% | 3 |
|
|
2023
Q4 | $18.9M | Buy |
395,495
+10,985
| +3% | +$526K | 7.17% | 3 |
|
|
2023
Q3 | $16.8M | Buy |
384,510
+12,322
| +3% | +$539K | 7.32% | 3 |
|
|
2023
Q2 | $17.2M | Buy |
372,188
+6,162
| +2% | +$285K | 7.35% | 3 |
|
|
2023
Q1 | $16.5M | Buy |
366,026
+31,312
| +9% | +$1.41M | 7.65% | 3 |
|
|
2022
Q4 | $14M | Buy |
334,714
+5,812
| +2% | +$244K | 7.31% | 3 |
|
|
2022
Q3 | $12M | Buy |
328,902
+29,498
| +10% | +$1.07M | 6.97% | 3 |
|
|
2022
Q2 | $12.2M | Buy |
299,404
+6,043
| +2% | +$247K | 7.04% | 3 |
|
|
2022
Q1 | $14.1M | Buy |
293,361
+72,219
| +33% | +$3.47M | 8.64% | 2 |
|
|
2021
Q4 | $10.4M | Sell |
221,142
-29,895
| -12% | -$1.4M | 8.13% | 3 |
|
|
2021
Q3 | $12.7M | Buy |
251,037
+5,632
| +2% | +$284K | 7.54% | 4 |
|
|
2021
Q2 | $12.6M | Buy |
245,405
+17,272
| +8% | +$890K | 8.32% | 3 |
|
|
2021
Q1 | $11.2M | Buy |
228,133
+9,311
| +4% | +$457K | 8.08% | 3 |
|
|
2020
Q4 | $10.3M | Buy |
218,822
+10,378
| +5% | +$490K | 8.11% | 3 |
|
|
2020
Q3 | $8.53M | Buy |
208,444
+149
| +0.1% | +$6.09K | 7.81% | 3 |
|
|
2020
Q2 | $8.22M | Buy |
208,295
+61,144
| +42% | +$2.41M | 7.93% | 3 |
|
|
2020
Q1 | $5M | Buy |
147,151
+59,919
| +69% | +$2.04M | 5.35% | 5 |
|
|
2019
Q4 | $3.86M | Buy |
87,232
+3,931
| +5% | +$174K | 3.78% | 8 |
|
|
2019
Q3 | $3.43M | Sell |
83,301
-1,928
| -2% | -$79.4K | 3.65% | 9 |
|
|
2019
Q2 | $3.55M | Buy |
85,229
+1,232
| +1% | +$51.3K | 3.73% | 7 |
|
|
2019
Q1 | $3.53M | Sell |
83,997
-912
| -1% | -$38.3K | 3.79% | 7 |
|
|
2018
Q4 | $3.34M | Buy |
+84,909
| New | +$3.34M | 4.03% | 6 |
|