NEPWA
New England Private 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 | $1.01M | Buy |
17,730
+120
| +0.7% | +$6.81K | 0.15% | 90 |
|
2025
Q1 | $895K | Buy |
17,610
+1,059
| +6% | +$53.8K | 0.14% | 86 |
|
2024
Q4 | $791K | Buy |
16,551
+8,074
| +95% | +$386K | 0.13% | 89 |
|
2024
Q3 | $448K | Sell |
8,477
-52
| -0.6% | -$2.75K | 0.07% | 99 |
|
2024
Q2 | $422K | Buy |
8,529
+209
| +3% | +$10.3K | 0.07% | 96 |
|
2024
Q1 | $416K | Buy |
8,320
+13
| +0.2% | +$651 | 0.07% | 102 |
|
2023
Q4 | $398K | Buy |
8,307
+36
| +0.4% | +$1.72K | 0.07% | 99 |
|
2023
Q3 | $362K | Buy |
8,271
+1,292
| +19% | +$56.5K | 0.08% | 90 |
|
2023
Q2 | $322K | Buy |
6,979
+579
| +9% | +$26.7K | 0.07% | 92 |
|
2023
Q1 | $289K | Buy |
6,400
+4
| +0.1% | +$181 | 0.06% | 93 |
|
2022
Q4 | $268K | Buy |
6,396
+682
| +12% | +$28.6K | 0.06% | 91 |
|
2022
Q3 | $208K | Buy |
5,714
+947
| +20% | +$34.5K | 0.05% | 89 |
|
2022
Q2 | $228K | Hold |
4,767
| – | – | 0.04% | 96 |
|
2022
Q1 | $228K | Buy |
4,767
+3
| +0.1% | +$143 | 0.04% | 97 |
|
2021
Q4 | $242K | Buy |
4,764
+28
| +0.6% | +$1.42K | 0.04% | 96 |
|
2021
Q3 | $239K | Buy |
4,736
+4
| +0.1% | +$202 | 0.04% | 94 |
|
2021
Q2 | $244K | Buy |
+4,732
| New | +$244K | 0.05% | 94 |
|
2016
Q1 | – | Sell |
-7,446
| Closed | -$273K | – | 126 |
|
2015
Q4 | $273K | Sell |
7,446
-5,437
| -42% | -$199K | 0.11% | 92 |
|
2015
Q3 | $459K | Buy |
12,883
+6,149
| +91% | +$219K | 0.2% | 63 |
|
2015
Q2 | $267K | Hold |
6,734
| – | – | 0.1% | 84 |
|
2015
Q1 | $270K | Hold |
6,734
| – | – | 0.11% | 82 |
|
2014
Q4 | $255K | Buy |
+6,734
| New | +$255K | 0.1% | 86 |
|