PWA
Phoenix 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 | $10.6M | Buy |
186,068
+32,550
| +21% | +$1.86M | 4.44% | 2 |
|
|
2025
Q1 | $7.8M | Buy |
153,518
+51,384
| +50% | +$2.61M | 3.4% | 7 |
|
|
2024
Q4 | $4.88M | Buy |
102,134
+6,132
| +6% | +$293K | 2.12% | 8 |
|
|
2024
Q3 | $5.07M | Buy |
96,002
+7,500
| +8% | +$396K | 2.35% | 7 |
|
|
2024
Q2 | $4.37M | Buy |
88,502
+7,348
| +9% | +$363K | 2.2% | 7 |
|
|
2024
Q1 | $4.07M | Buy |
81,154
+14,124
| +21% | +$709K | 2.48% | 7 |
|
|
2023
Q4 | $3.18M | Buy |
67,030
+12,277
| +22% | +$582K | 2.21% | 12 |
|
|
2023
Q3 | $2.39M | Buy |
54,753
+3,417
| +7% | +$149K | 1.41% | 21 |
|
|
2023
Q2 | $2.37M | Buy |
51,336
+3,485
| +7% | +$161K | 1.38% | 21 |
|
|
2023
Q1 | $2.16M | Sell |
47,851
-397,837
| -89% | -$18M | 1.34% | 24 |
|
|
2022
Q4 | $18.7M | Buy |
445,688
+407,446
| +1,065% | +$17.1M | 11.25% | 2 |
|
|
2022
Q3 | $1.39M | Buy |
+38,242
| New | +$1.39M | 1.39% | 28 |
|
|
2021
Q4 | – | Sell |
-719
| Closed | -$36K | – | 345 |
|
|
2021
Q3 | $36K | Sell |
719
-140
| -16% | -$7.01K | 0.03% | 214 |
|
|
2021
Q2 | $44K | Buy |
859
+719
| +514% | +$36.8K | 0.03% | 194 |
|
|
2021
Q1 | $7K | Hold |
140
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $7K | Buy |
+140
| New | +$7K | 0.01% | 310 |
|