SWA
Strategies 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 | $1.75M | Sell |
30,720
-675
| -2% | -$38.5K | 0.19% | 39 |
|
|
2025
Q1 | $1.6M | Sell |
31,395
-1,049
| -3% | -$53.3K | 0.19% | 40 |
|
|
2024
Q4 | $1.64M | Buy |
32,444
+296
| +0.9% | +$15K | 0.2% | 37 |
|
|
2024
Q3 | $1.7M | Sell |
32,148
-2,445
| -7% | -$129K | 0.23% | 34 |
|
|
2024
Q2 | $1.71M | Sell |
34,593
-482
| -1% | -$23.8K | 0.25% | 33 |
|
|
2024
Q1 | $1.76M | Buy |
35,075
+4,331
| +14% | +$217K | 0.27% | 33 |
|
|
2023
Q4 | $1.47M | Sell |
30,744
-3,010
| -9% | -$144K | 0.25% | 37 |
|
|
2023
Q3 | $1.48M | Buy |
33,754
+1,550
| +5% | +$67.8K | 0.29% | 36 |
|
|
2023
Q2 | $1.49M | Buy |
32,204
+3,026
| +10% | +$140K | 0.3% | 37 |
|
|
2023
Q1 | $1.32M | Sell |
29,178
-114
| -0.4% | -$5.15K | 0.29% | 37 |
|
|
2022
Q4 | $1.23M | Buy |
+29,292
| New | +$1.23M | 0.3% | 36 |
|
|
2022
Q2 | $856K | Buy |
20,990
+2,652
| +14% | +$108K | 0.25% | 46 |
|
|
2022
Q1 | $881K | Buy |
18,338
+6,010
| +49% | +$289K | 0.24% | 44 |
|
|
2021
Q4 | $629K | Buy |
+12,328
| New | +$629K | 0.18% | 47 |
|