OWA
ORBA 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 | – | Sell |
-5,254
| Closed | -$267K | – | 109 |
|
|
2025
Q1 | $267K | Hold |
5,254
| – | – | 0.13% | 91 |
|
|
2024
Q4 | $251K | Hold |
5,254
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $277K | Hold |
5,254
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $260K | Hold |
5,254
| – | – | 0.13% | 91 |
|
|
2024
Q1 | $264K | Hold |
5,254
| – | – | 0.15% | 86 |
|
|
2023
Q4 | $252K | Buy |
+5,254
| New | +$252K | 0.15% | 81 |
|