IWA
Inspirion 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 | $2.29M | Buy |
40,143
+3,506
| +10% | +$200K | 0.3% | 35 |
|
|
2025
Q1 | $1.86M | Buy |
36,637
+12
| +0% | +$610 | 0.26% | 37 |
|
|
2024
Q4 | $1.77M | Buy |
36,625
+6,788
| +23% | +$328K | 0.25% | 38 |
|
|
2024
Q3 | $1.58M | Buy |
29,837
+733
| +3% | +$38.7K | 0.22% | 41 |
|
|
2024
Q2 | $1.44M | Sell |
29,104
-331
| -1% | -$16.4K | 0.22% | 44 |
|
|
2024
Q1 | $1.48M | Sell |
29,435
-2,376
| -7% | -$119K | 0.24% | 43 |
|
|
2023
Q4 | $1.51M | Sell |
31,811
-1,256
| -4% | -$59.5K | 0.27% | 44 |
|
|
2023
Q3 | $1.45M | Sell |
33,067
-15,253
| -32% | -$667K | 0.28% | 41 |
|
|
2023
Q2 | $2.23M | Sell |
48,320
-9,829
| -17% | -$454K | 0.43% | 31 |
|
|
2023
Q1 | $2.63M | Sell |
58,149
-167,738
| -74% | -$7.58M | 0.53% | 27 |
|
|
2022
Q4 | $9.48M | Sell |
225,887
-31,793
| -12% | -$1.33M | 2.01% | 14 |
|
|
2022
Q3 | $9.37M | Sell |
257,680
-6,961
| -3% | -$253K | 2.11% | 14 |
|
|
2022
Q2 | $10.8M | Sell |
264,641
-28,902
| -10% | -$1.18M | 2.37% | 14 |
|
|
2022
Q1 | $14.1M | Buy |
293,543
+119,862
| +69% | +$5.76M | 2.89% | 13 |
|
|
2021
Q4 | $8.87M | Buy |
173,681
+7,996
| +5% | +$408K | 1.87% | 14 |
|
|
2021
Q3 | $8.37M | Buy |
165,685
+23,559
| +17% | +$1.19M | 1.92% | 12 |
|
|
2021
Q2 | $7.32M | Buy |
142,126
+12,296
| +9% | +$633K | 1.8% | 13 |
|
|
2021
Q1 | $6.38M | Buy |
129,830
+119,245
| +1,127% | +$5.86M | 1.69% | 14 |
|
|
2020
Q4 | $500K | Buy |
10,585
+152
| +1% | +$7.18K | 0.14% | 49 |
|
|
2020
Q3 | $427K | Hold |
10,433
| – | – | 0.15% | 50 |
|
|
2020
Q2 | $405K | Hold |
10,433
| – | – | 0.16% | 51 |
|
|
2020
Q1 | $348K | Sell |
10,433
-765
| -7% | -$25.5K | 0.17% | 48 |
|
|
2019
Q4 | $493K | Buy |
11,198
+719
| +7% | +$31.7K | 0.17% | 43 |
|
|
2019
Q3 | $430K | Sell |
10,479
-2,129
| -17% | -$87.4K | 0.19% | 43 |
|
|
2019
Q2 | $526K | Hold |
12,608
| – | – | 0.23% | 41 |
|
|
2019
Q1 | $515K | Buy |
12,608
+120
| +1% | +$4.9K | 0.23% | 42 |
|
|
2018
Q4 | $463K | Hold |
12,488
| – | – | 0.23% | 40 |
|
|
2018
Q3 | $540K | Sell |
12,488
-90
| -0.7% | -$3.89K | 0.23% | 40 |
|
|
2018
Q2 | $540K | Buy |
12,578
+90
| +0.7% | +$3.86K | 0.25% | 38 |
|
|
2018
Q1 | $553K | Hold |
12,488
| – | – | 0.27% | 38 |
|
|
2017
Q4 | $560K | Hold |
12,488
| – | – | 0.27% | 36 |
|
|
2017
Q3 | $542K | Hold |
12,488
| – | – | 0.27% | 35 |
|
|
2017
Q2 | $516K | Sell |
12,488
-76
| -0.6% | -$3.14K | 0.28% | 36 |
|
|
2017
Q1 | $494K | Hold |
12,564
| – | – | 0.28% | 39 |
|
|
2016
Q4 | $459K | Sell |
12,564
-47
| -0.4% | -$1.72K | 0.29% | 35 |
|
|
2016
Q3 | $472K | Hold |
12,611
| – | – | 0.31% | 35 |
|
|
2016
Q2 | $446K | Sell |
12,611
-500
| -4% | -$17.7K | 0.29% | 37 |
|
|
2016
Q1 | $470K | Hold |
13,111
| – | – | 0.33% | 33 |
|
|
2015
Q4 | $481K | Buy |
13,111
+7,500
| +134% | +$275K | 0.35% | 33 |
|
|
2015
Q3 | $200K | Hold |
5,611
| – | – | 0.16% | 53 |
|
|
2015
Q2 | $222K | Buy |
5,611
+564
| +11% | +$22.3K | 0.16% | 51 |
|
|
2015
Q1 | $201K | Buy |
+5,047
| New | +$201K | 0.16% | 51 |
|