TWA
TCI 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 | $447K | Buy |
7,844
+381
| +5% | +$21.7K | 0.03% | 151 |
|
|
2025
Q1 | $379K | Buy |
7,463
+169
| +2% | +$8.59K | 0.03% | 153 |
|
|
2024
Q4 | $349K | Buy |
7,294
+239
| +3% | +$11.4K | 0.03% | 157 |
|
|
2024
Q3 | $373K | Buy |
7,055
+547
| +8% | +$28.9K | 0.03% | 157 |
|
|
2024
Q2 | $322K | Sell |
6,508
-109
| -2% | -$5.39K | 0.03% | 164 |
|
|
2024
Q1 | $332K | Sell |
6,617
-607
| -8% | -$30.5K | 0.03% | 154 |
|
|
2023
Q4 | $346K | Sell |
7,224
-345
| -5% | -$16.5K | 0.04% | 145 |
|
|
2023
Q3 | $331K | Sell |
7,569
-1,542
| -17% | -$67.4K | 0.04% | 147 |
|
|
2023
Q2 | $421K | Sell |
9,111
-2,244
| -20% | -$104K | 0.05% | 124 |
|
|
2023
Q1 | $513K | Buy |
11,355
+2,142
| +23% | +$96.8K | 0.07% | 107 |
|
|
2022
Q4 | $387K | Buy |
9,213
+1,666
| +22% | +$69.9K | 0.05% | 118 |
|
|
2022
Q3 | $274K | Buy |
7,547
+159
| +2% | +$5.77K | 0.04% | 130 |
|
|
2022
Q2 | $301K | Buy |
7,388
+380
| +5% | +$15.5K | 0.05% | 132 |
|
|
2022
Q1 | $336K | Sell |
7,008
-1,774
| -20% | -$85.1K | 0.05% | 131 |
|
|
2021
Q4 | $448K | Sell |
8,782
-7,942
| -47% | -$405K | 0.07% | 108 |
|
|
2021
Q3 | $844K | Buy |
16,724
+8,316
| +99% | +$420K | 0.13% | 68 |
|
|
2021
Q2 | $433K | Buy |
8,408
+1,420
| +20% | +$73.1K | 0.07% | 113 |
|
|
2021
Q1 | $343K | Hold |
6,988
| – | – | 0.15% | 114 |
|
|
2020
Q4 | $330K | Buy |
6,988
+101
| +1% | +$4.77K | 0.15% | 106 |
|
|
2020
Q3 | $282K | Buy |
6,887
+35
| +0.5% | +$1.43K | 0.11% | 121 |
|
|
2020
Q2 | $266K | Sell |
6,852
-5,522
| -45% | -$214K | 0.11% | 114 |
|
|
2020
Q1 | $413K | Sell |
12,374
-8,135
| -40% | -$272K | 0.2% | 80 |
|
|
2019
Q4 | $904K | Buy |
20,509
+6,239
| +44% | +$275K | 0.35% | 60 |
|
|
2019
Q3 | $586K | Buy |
14,270
+511
| +4% | +$21K | 0.26% | 69 |
|
|
2019
Q2 | $574K | Buy |
13,759
+174
| +1% | +$7.26K | 0.26% | 71 |
|
|
2019
Q1 | $555K | Buy |
13,585
+283
| +2% | +$11.6K | 0.24% | 78 |
|
|
2018
Q4 | $494K | Sell |
13,302
-580
| -4% | -$21.5K | 0.24% | 76 |
|
|
2018
Q3 | $601K | Buy |
13,882
+7,328
| +112% | +$317K | 0.25% | 77 |
|
|
2018
Q2 | $281K | Buy |
6,554
+418
| +7% | +$17.9K | 0.12% | 120 |
|
|
2018
Q1 | $272K | Sell |
6,136
-22
| -0.4% | -$975 | 0.13% | 118 |
|
|
2017
Q4 | $276K | Buy |
6,158
+47
| +0.8% | +$2.11K | 0.12% | 127 |
|
|
2017
Q3 | $265K | Sell |
6,111
-27
| -0.4% | -$1.17K | 0.13% | 115 |
|
|
2017
Q2 | $254K | Buy |
6,138
+2,296
| +60% | +$95K | 0.13% | 113 |
|
|
2017
Q1 | $151K | Buy |
3,842
+2,050
| +114% | +$80.6K | 0.08% | 167 |
|
|
2016
Q4 | $65K | Buy |
1,792
+89
| +5% | +$3.23K | 0.03% | 292 |
|
|
2016
Q3 | $64K | Buy |
1,703
+44
| +3% | +$1.65K | 0.03% | 272 |
|
|
2016
Q2 | $59K | Buy |
1,659
+1,422
| +600% | +$50.6K | 0.03% | 281 |
|
|
2016
Q1 | $9K | Sell |
237
-20,291
| -99% | -$771K | 0.01% | 614 |
|
|
2015
Q4 | $754K | Buy |
20,528
+20,291
| +8,562% | +$745K | 0.42% | 59 |
|
|
2015
Q3 | $8K | Buy |
+237
| New | +$8K | ﹤0.01% | 560 |
|
|
2015
Q2 | – | Sell |
-89
| Closed | -$4K | – | 1009 |
|
|
2015
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 629 |
|
|
2014
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 686 |
|
|
2014
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 625 |
|
|
2014
Q2 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 656 |
|