OWA
Outlook 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 | $1.08M | Buy |
18,980
+406
| +2% | +$23.1K | 0.28% | 70 |
|
|
2025
Q1 | $944K | Sell |
18,574
-94
| -0.5% | -$4.78K | 0.26% | 75 |
|
|
2024
Q4 | $893K | Sell |
18,668
-86
| -0.5% | -$4.11K | 0.26% | 78 |
|
|
2024
Q3 | $990K | Sell |
18,754
-2,847
| -13% | -$150K | 0.28% | 66 |
|
|
2024
Q2 | $1.07M | Hold |
21,601
| – | – | 0.33% | 58 |
|
|
2024
Q1 | $1.08M | Sell |
21,601
-2,628
| -11% | -$132K | 0.33% | 61 |
|
|
2023
Q4 | $1.16M | Buy |
24,229
+918
| +4% | +$44K | 0.41% | 51 |
|
|
2023
Q3 | $1.02M | Sell |
23,311
-103
| -0.4% | -$4.5K | 0.39% | 57 |
|
|
2023
Q2 | $1.08M | Buy |
23,414
+6,802
| +41% | +$314K | 0.41% | 50 |
|
|
2023
Q1 | $750K | Buy |
+16,612
| New | +$750K | 0.33% | 73 |
|
|
2022
Q4 | – | Sell |
-18,530
| Closed | -$674K | – | 201 |
|
|
2022
Q3 | $674K | Sell |
18,530
-2,319
| -11% | -$84.4K | 0.3% | 80 |
|
|
2022
Q2 | $851K | Sell |
20,849
-1,974
| -9% | -$80.6K | 0.35% | 72 |
|
|
2022
Q1 | $1.1M | Buy |
22,823
+409
| +2% | +$19.6K | 0.37% | 65 |
|
|
2021
Q4 | $1.14M | Sell |
22,414
-559
| -2% | -$28.5K | 0.34% | 64 |
|
|
2021
Q3 | $1.16M | Sell |
22,973
-114
| -0.5% | -$5.76K | 0.38% | 65 |
|
|
2021
Q2 | $1.19M | Sell |
23,087
-620
| -3% | -$31.9K | 0.38% | 66 |
|
|
2021
Q1 | $1.16M | Buy |
23,707
+4,727
| +25% | +$232K | 0.4% | 62 |
|
|
2020
Q4 | $896K | Buy |
18,980
+49
| +0.3% | +$2.31K | 0.33% | 75 |
|
|
2020
Q3 | $774K | Sell |
18,931
-156
| -0.8% | -$6.38K | 0.31% | 69 |
|
|
2020
Q2 | $740K | Buy |
+19,087
| New | +$740K | 0.31% | 71 |
|
|
2020
Q1 | – | Sell |
-28,102
| Closed | -$1.24M | – | 185 |
|
|
2019
Q4 | $1.24M | Buy |
28,102
+2,197
| +8% | +$96.8K | 0.7% | 35 |
|
|
2019
Q3 | $1.06M | Buy |
25,905
+3,452
| +15% | +$142K | 0.63% | 40 |
|
|
2019
Q2 | $937K | Buy |
22,453
+2,568
| +13% | +$107K | 0.62% | 38 |
|
|
2019
Q1 | $813K | Buy |
19,885
+19,163
| +2,654% | +$783K | 0.67% | 39 |
|
|
2018
Q4 | $268K | Buy |
+722
| New | +$268K | 0.12% | 154 |
|