SWA
Sax 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 | $3.75M | Sell |
65,794
-7,188
| -10% | -$410K | 0.23% | 67 |
|
|
2025
Q1 | $3.71M | Buy |
72,982
+26,313
| +56% | +$1.34M | 0.27% | 56 |
|
|
2024
Q4 | $2.23M | Buy |
46,669
+22,141
| +90% | +$1.06M | 0.17% | 71 |
|
|
2024
Q3 | $1.3M | Buy |
24,528
+748
| +3% | +$39.5K | 0.12% | 75 |
|
|
2024
Q2 | $1.18M | Sell |
23,780
-684
| -3% | -$33.8K | 0.11% | 81 |
|
|
2024
Q1 | $1.23M | Buy |
24,464
+1,940
| +9% | +$97.3K | 0.14% | 62 |
|
|
2023
Q4 | $1.08M | Sell |
22,524
-1,268
| -5% | -$60.7K | 0.18% | 69 |
|
|
2023
Q3 | $1.04M | Buy |
23,792
+2,500
| +12% | +$109K | 0.21% | 65 |
|
|
2023
Q2 | $983K | Sell |
21,292
-901
| -4% | -$41.6K | 0.2% | 68 |
|
|
2023
Q1 | $1M | Sell |
22,193
-252
| -1% | -$11.4K | 0.22% | 65 |
|
|
2022
Q4 | $942K | Sell |
22,445
-6,935
| -24% | -$291K | 0.22% | 60 |
|
|
2022
Q3 | $1.07M | Sell |
29,380
-1,201
| -4% | -$43.7K | 0.27% | 55 |
|
|
2022
Q2 | $1.25M | Sell |
30,581
-9,627
| -24% | -$393K | 0.32% | 52 |
|
|
2022
Q1 | $1.93M | Sell |
40,208
-7
| -0% | -$336 | 0.47% | 39 |
|
|
2021
Q4 | $2.05M | Buy |
40,215
+1,017
| +3% | +$51.9K | 0.43% | 44 |
|
|
2021
Q3 | $1.98M | Buy |
39,198
+2,156
| +6% | +$109K | 0.47% | 41 |
|
|
2021
Q2 | $1.91M | Buy |
37,042
+5,247
| +17% | +$270K | 0.65% | 39 |
|
|
2021
Q1 | $1.56M | Buy |
31,795
+8,415
| +36% | +$413K | 0.57% | 44 |
|
|
2020
Q4 | $1.1M | Buy |
+23,380
| New | +$1.1M | 0.51% | 46 |
|