OPWM
Oakwell Private Wealth Management’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 | $55M | Buy |
964,295
+83,495
| +9% | +$4.76M | 12.66% | 2 |
|
|
2025
Q1 | $44.8M | Buy |
880,800
+35,304
| +4% | +$1.79M | 12.36% | 2 |
|
|
2024
Q4 | $40.4M | Buy |
845,496
+84,048
| +11% | +$4.02M | 11.34% | 2 |
|
|
2024
Q3 | $40.2M | Sell |
761,448
-41,414
| -5% | -$2.19M | 11.57% | 2 |
|
|
2024
Q2 | $39.7M | Buy |
802,862
+58,022
| +8% | +$2.87M | 11.2% | 2 |
|
|
2024
Q1 | $37.4M | Buy |
744,840
+79,108
| +12% | +$3.97M | 11.36% | 2 |
|
|
2023
Q4 | $31.9M | Buy |
665,732
+75,328
| +13% | +$3.61M | 11.14% | 2 |
|
|
2023
Q3 | $25.8M | Buy |
590,404
+37,832
| +7% | +$1.65M | 10.95% | 2 |
|
|
2023
Q2 | $25.5M | Buy |
552,572
+61,739
| +13% | +$2.85M | 10.67% | 2 |
|
|
2023
Q1 | $22.2M | Buy |
490,833
+18,642
| +4% | +$842K | 10.1% | 2 |
|
|
2022
Q4 | $19.8M | Buy |
472,191
+22,596
| +5% | +$948K | 9.47% | 2 |
|
|
2022
Q3 | $16.3M | Sell |
449,595
-30,146
| -6% | -$1.1M | 9.05% | 2 |
|
|
2022
Q2 | $19.6M | Buy |
479,741
+23,088
| +5% | +$942K | 11.16% | 2 |
|
|
2022
Q1 | $21.9M | Buy |
456,653
+36,319
| +9% | +$1.74M | 11.03% | 2 |
|
|
2021
Q4 | $21.5M | Buy |
420,334
+24,226
| +6% | +$1.24M | 10.68% | 2 |
|
|
2021
Q3 | $20M | Buy |
396,108
+166,640
| +73% | +$8.41M | 10.81% | 2 |
|
|
2021
Q2 | $11.8M | Buy |
229,468
+22,558
| +11% | +$1.16M | 7.59% | 4 |
|
|
2021
Q1 | $10.2M | Buy |
206,910
+15,267
| +8% | +$750K | 7.2% | 4 |
|
|
2020
Q4 | $9.05M | Buy |
+191,643
| New | +$9.05M | 7.11% | 4 |
|