WFA
Wade Financial Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.3M | Buy |
418,759
+9,540
| +2% | +$485K | 7.29% | 3 |
|
|
2024
Q4 | $19.6M | Buy |
409,219
+26,152
| +7% | +$1.25M | 6.63% | 4 |
|
|
2024
Q3 | $20.2M | Buy |
383,067
+4,263
| +1% | +$225K | 6.81% | 4 |
|
|
2024
Q2 | $18.7M | Buy |
378,804
+1,521
| +0.4% | +$75.2K | 6.74% | 4 |
|
|
2024
Q1 | $18.9M | Buy |
377,283
+6,847
| +2% | +$344K | 6.9% | 4 |
|
|
2023
Q4 | $17.7M | Sell |
370,436
-960
| -0.3% | -$46K | 6.71% | 3 |
|
|
2023
Q3 | $16.2M | Buy |
371,396
+18,500
| +5% | +$809K | 6.95% | 3 |
|
|
2023
Q2 | $16.3M | Buy |
352,896
+33,426
| +10% | +$1.54M | 6.46% | 3 |
|
|
2023
Q1 | $14.4M | Buy |
319,470
+7,184
| +2% | +$325K | 6.06% | 3 |
|
|
2022
Q4 | $13.1M | Buy |
312,286
+46,590
| +18% | +$1.96M | 5.94% | 3 |
|
|
2022
Q3 | $9.66M | Sell |
265,696
-8,066
| -3% | -$293K | 4.84% | 5 |
|
|
2022
Q2 | $11.2M | Buy |
273,762
+65,132
| +31% | +$2.66M | 5.3% | 3 |
|
|
2022
Q1 | $10M | Sell |
208,630
-4,295
| -2% | -$206K | 4.3% | 6 |
|
|
2021
Q4 | $10.9M | Buy |
212,925
+15,407
| +8% | +$787K | 5.65% | 3 |
|
|
2021
Q3 | $9.97M | Buy |
197,518
+5,656
| +3% | +$286K | 5.63% | 3 |
|
|
2021
Q2 | $9.89M | Buy |
191,862
+26,778
| +16% | +$1.38M | 5.42% | 3 |
|
|
2021
Q1 | $8.11M | Buy |
165,084
+6,189
| +4% | +$304K | 5.12% | 5 |
|
|
2020
Q4 | $7.5M | Buy |
158,895
+21,615
| +16% | +$1.02M | 5.03% | 6 |
|
|
2020
Q3 | $5.62M | Buy |
137,280
+12,617
| +10% | +$516K | 4.42% | 6 |
|
|
2020
Q2 | $4.84M | Buy |
124,663
+32,087
| +35% | +$1.24M | 4.18% | 6 |
|
|
2020
Q1 | $3.09M | Sell |
92,576
-46,999
| -34% | -$1.57M | 3.08% | 11 |
|
|
2019
Q4 | $6.15M | Buy |
+139,575
| New | +$6.15M | 5.43% | 6 |
|