SWA
Stratos 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 | $9.12M | Sell |
159,928
-24,404
| -13% | -$1.39M | 0.48% | 50 |
|
2025
Q1 | $9.37M | Sell |
184,332
-196,334
| -52% | -$9.98M | 0.51% | 48 |
|
2024
Q4 | $18.2M | Sell |
380,666
-21,069
| -5% | -$1.01M | 0.87% | 20 |
|
2024
Q3 | $21.2M | Buy |
401,735
+42,030
| +12% | +$2.22M | 0.97% | 16 |
|
2024
Q2 | $17.8M | Buy |
359,705
+99,833
| +38% | +$4.93M | 0.88% | 22 |
|
2024
Q1 | $13M | Buy |
259,872
+15,335
| +6% | +$769K | 0.77% | 24 |
|
2023
Q4 | $11.7M | Buy |
244,537
+8,335
| +4% | +$399K | 0.67% | 24 |
|
2023
Q3 | $10.3M | Buy |
236,202
+7,284
| +3% | +$318K | 0.68% | 24 |
|
2023
Q2 | $10.6M | Sell |
228,918
-8,492
| -4% | -$392K | 0.75% | 20 |
|
2023
Q1 | $10.7M | Buy |
237,410
+12,606
| +6% | +$569K | 0.83% | 17 |
|
2022
Q4 | $9.44M | Sell |
224,804
-154,609
| -41% | -$6.49M | 0.79% | 16 |
|
2022
Q3 | $13.8M | Sell |
379,413
-21,478
| -5% | -$781K | 1.45% | 7 |
|
2022
Q2 | $16.4M | Buy |
400,891
+49,372
| +14% | +$2.01M | 1.48% | 6 |
|
2022
Q1 | $16.9M | Sell |
351,519
-11,790
| -3% | -$566K | 1.37% | 6 |
|
2021
Q4 | $18.6M | Sell |
363,309
-91,024
| -20% | -$4.65M | 1.34% | 7 |
|
2021
Q3 | $22.9M | Buy |
454,333
+74,835
| +20% | +$3.78M | 1.96% | 4 |
|
2021
Q2 | $19.6M | Buy |
379,498
+68,747
| +22% | +$3.54M | 1.73% | 5 |
|
2021
Q1 | $15.3M | Buy |
310,751
+55,584
| +22% | +$2.73M | 1.62% | 5 |
|
2020
Q4 | $12M | Buy |
255,167
+212,657
| +500% | +$10M | 1.66% | 5 |
|
2020
Q3 | $1.74M | Buy |
42,510
+4,253
| +11% | +$174K | 0.42% | 65 |
|
2020
Q2 | $1.48M | Buy |
+38,257
| New | +$1.48M | 0.46% | 61 |
|
2019
Q4 | – | Sell |
-156,185
| Closed | -$6.42M | – | 240 |
|
2019
Q3 | $6.42M | Sell |
156,185
-27,407
| -15% | -$1.13M | 2.45% | 7 |
|
2019
Q2 | $7.66M | Buy |
183,592
+10,598
| +6% | +$442K | 3.05% | 6 |
|
2019
Q1 | $7.07M | Buy |
172,994
+42,370
| +32% | +$1.73M | 3.82% | 2 |
|
2018
Q4 | $4.85M | Buy |
+130,624
| New | +$4.85M | 3.23% | 4 |
|