OHWA
Oak Hill 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 | $39.7M | Buy |
697,203
+54,786
| +9% | +$3.12M | 8.22% | 1 |
|
2025
Q1 | $32.7M | Buy |
642,417
+89,458
| +16% | +$4.55M | 7.57% | 2 |
|
2024
Q4 | $26.4M | Buy |
+552,959
| New | +$26.4M | 6.3% | 4 |
|
2024
Q3 | – | Sell |
-93,632
| Closed | -$4.63M | – | 96 |
|
2024
Q2 | $4.63M | Buy |
+93,632
| New | +$4.63M | 1.4% | 16 |
|
2024
Q1 | – | Sell |
-32,032
| Closed | -$1.53M | – | 90 |
|
2023
Q4 | $1.53M | Buy |
32,032
+141
| +0.4% | +$6.75K | 0.53% | 27 |
|
2023
Q3 | $1.39M | Sell |
31,891
-1,794
| -5% | -$78.4K | 0.54% | 29 |
|
2023
Q2 | $1.56M | Buy |
33,685
+765
| +2% | +$35.3K | 0.57% | 24 |
|
2023
Q1 | $1.49M | Sell |
32,920
-751
| -2% | -$33.9K | 0.59% | 26 |
|
2022
Q4 | $1.41M | Buy |
+33,671
| New | +$1.41M | 0.58% | 28 |
|