TBWA
Three Bridge 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 | $8.11M | Buy |
142,191
+3,960
| +3% | +$226K | 2.14% | 14 |
|
|
2025
Q1 | $7.03M | Buy |
138,231
+12
| +0% | +$610 | 2.44% | 14 |
|
|
2024
Q4 | $6.61M | Buy |
138,219
+129,127
| +1,420% | +$6.17M | 2.31% | 15 |
|
|
2024
Q3 | $480K | Buy |
9,092
+13
| +0.1% | +$687 | 0.18% | 58 |
|
|
2024
Q2 | $449K | Sell |
9,079
-4,597
| -34% | -$227K | 0.18% | 62 |
|
|
2024
Q1 | $686K | Sell |
13,676
-1,312
| -9% | -$65.8K | 0.27% | 52 |
|
|
2023
Q4 | $718K | Sell |
14,988
-585
| -4% | -$28K | 0.25% | 50 |
|
|
2023
Q3 | $681K | Sell |
15,573
-1,195
| -7% | -$52.2K | 0.28% | 52 |
|
|
2023
Q2 | $774K | Buy |
16,768
+1,852
| +12% | +$85.5K | 0.33% | 50 |
|
|
2023
Q1 | $674K | Sell |
14,916
-190
| -1% | -$8.58K | 0.31% | 50 |
|
|
2022
Q4 | $634K | Sell |
15,106
-2,633
| -15% | -$111K | 0.34% | 49 |
|
|
2022
Q3 | $645K | Buy |
17,739
+506
| +3% | +$18.4K | 0.33% | 50 |
|
|
2022
Q2 | $703K | Sell |
17,233
-5,094
| -23% | -$208K | 0.34% | 50 |
|
|
2022
Q1 | $1.07M | Buy |
+22,327
| New | +$1.07M | 0.3% | 42 |
|