RWA
Roberts 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 | $8.64M | Sell |
151,516
-141
| -0.1% | -$8.04K | 2.48% | 11 |
|
|
2025
Q1 | $7.71M | Sell |
151,657
-1,243
| -0.8% | -$63.2K | 2.38% | 9 |
|
|
2024
Q4 | $7.37M | Sell |
152,900
-128
| -0.1% | -$6.17K | 2.24% | 9 |
|
|
2024
Q3 | $7.93M | Sell |
153,028
-381
| -0.2% | -$19.7K | 2.56% | 10 |
|
|
2024
Q2 | $7.68M | Sell |
153,409
-425
| -0.3% | -$21.3K | 2.62% | 10 |
|
|
2024
Q1 | $7.44M | Buy |
153,834
+1,053
| +0.7% | +$50.9K | 2.78% | 8 |
|
|
2023
Q4 | $21.7M | Buy |
152,781
+194
| +0.1% | +$27.6K | 3.38% | 7 |
|
|
2023
Q3 | $6.66M | Buy |
152,587
+1,383
| +0.9% | +$60.4K | 2.93% | 7 |
|
|
2023
Q2 | $6.98M | Sell |
151,204
-3,197
| -2% | -$148K | 3.07% | 8 |
|
|
2023
Q1 | $7.03M | Buy |
154,401
+11
| +0% | +$501 | 3.22% | 6 |
|
|
2022
Q4 | $6.52M | Buy |
154,390
+323
| +0.2% | +$13.6K | 3.14% | 7 |
|
|
2022
Q3 | $5.79M | Sell |
154,067
-33,018
| -18% | -$1.24M | 2.84% | 9 |
|
|
2022
Q2 | $7.63M | Buy |
187,085
+7,612
| +4% | +$310K | 3.32% | 8 |
|
|
2022
Q1 | $8.7M | Buy |
179,473
+9,831
| +6% | +$476K | 3.41% | 8 |
|
|
2021
Q4 | $8.72M | Buy |
169,642
+16,268
| +11% | +$836K | 3.14% | 9 |
|
|
2021
Q3 | $7.74M | Buy |
+153,374
| New | +$7.74M | 3.06% | 9 |
|