VWA
V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,268
| Closed | -$1.03M | – | 355 |
|
|
2023
Q2 | $1.03M | Buy |
22,268
+3,216
| +17% | +$149K | 0.17% | 112 |
|
|
2023
Q1 | $861K | Sell |
19,052
-1,856
| -9% | -$83.8K | 0.16% | 137 |
|
|
2022
Q4 | $878K | Sell |
20,908
-2,235
| -10% | -$93.8K | 0.18% | 132 |
|
|
2022
Q3 | $842K | Sell |
23,143
-1,299
| -5% | -$47.3K | 0.17% | 130 |
|
|
2022
Q2 | $997K | Buy |
24,442
+14
| +0.1% | +$571 | 0.19% | 131 |
|
|
2022
Q1 | $1.17M | Sell |
24,428
-3,648
| -13% | -$175K | 0.19% | 129 |
|
|
2021
Q4 | $1.43M | Buy |
28,076
+3,225
| +13% | +$165K | 0.21% | 112 |
|
|
2021
Q3 | $1.26M | Sell |
24,851
-1,317
| -5% | -$66.5K | 0.19% | 125 |
|
|
2021
Q2 | $1.35M | Sell |
26,168
-633
| -2% | -$32.6K | 0.21% | 111 |
|
|
2021
Q1 | $1.32M | Buy |
26,801
+1,595
| +6% | +$78.3K | 0.24% | 105 |
|
|
2020
Q4 | $1.19M | Buy |
+25,206
| New | +$1.19M | 0.25% | 106 |
|
|
2020
Q3 | – | Sell |
-26,247
| Closed | -$1.02M | – | 336 |
|
|
2020
Q2 | $1.02M | Sell |
26,247
-11,698
| -31% | -$454K | 0.26% | 93 |
|
|
2020
Q1 | $1.27M | Buy |
37,945
+7,235
| +24% | +$241K | 0.4% | 60 |
|
|
2019
Q4 | $1.26M | Hold |
30,710
| – | – | 0.45% | 57 |
|
|
2019
Q3 | $1.26M | Buy |
30,710
+383
| +1% | +$15.7K | 0.45% | 57 |
|
|
2019
Q2 | $1.27M | Buy |
30,327
+549
| +2% | +$22.9K | 0.48% | 61 |
|
|
2019
Q1 | $1.24M | Buy |
29,778
+3,098
| +12% | +$129K | 0.5% | 56 |
|
|
2018
Q4 | $1.02M | Sell |
26,680
-2,227
| -8% | -$85.2K | 0.52% | 55 |
|
|
2018
Q3 | $1.25M | Buy |
28,907
+13,941
| +93% | +$605K | 0.58% | 50 |
|
|
2018
Q2 | $653K | Buy |
14,966
+10
| +0.1% | +$436 | 0.37% | 78 |
|
|
2018
Q1 | $653K | Buy |
14,956
+3
| +0% | +$131 | 0.35% | 80 |
|
|
2017
Q4 | $700K | Buy |
14,953
+900
| +6% | +$42.1K | 0.35% | 74 |
|
|
2017
Q3 | $611K | Buy |
14,053
+1,466
| +12% | +$63.7K | 0.31% | 77 |
|
|
2017
Q2 | $519K | Hold |
12,587
| – | – | 0.24% | 88 |
|
|
2017
Q1 | $496K | Buy |
12,587
+54
| +0.4% | +$2.13K | 0.3% | 85 |
|
|
2016
Q4 | $459K | Buy |
12,533
+71
| +0.6% | +$2.6K | 0.34% | 88 |
|
|
2016
Q3 | $465K | Buy |
12,462
+171
| +1% | +$6.38K | 0.38% | 81 |
|
|
2016
Q2 | $437K | Hold |
12,291
| – | – | 0.36% | 86 |
|
|
2016
Q1 | $444K | Buy |
+12,291
| New | +$444K | 0.36% | 77 |
|