WCFA
Walkner Condon Financial 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 | $7.05M | Buy |
123,713
+7,288
| +6% | +$415K | 1.3% | 19 |
|
|
2025
Q1 | $5.92M | Sell |
116,425
-1,123
| -1% | -$57.1K | 1.2% | 20 |
|
|
2024
Q4 | $5.62M | Sell |
117,548
-4,616
| -4% | -$221K | 1.14% | 23 |
|
|
2024
Q3 | $6.45M | Buy |
122,164
+3,963
| +3% | +$209K | 1.32% | 19 |
|
|
2024
Q2 | $5.83M | Buy |
118,201
+16,666
| +16% | +$822K | 1.26% | 19 |
|
|
2024
Q1 | $5.09M | Buy |
101,535
+2,365
| +2% | +$119K | 1.08% | 26 |
|
|
2023
Q4 | $4.75M | Sell |
99,170
-231
| -0.2% | -$11.1K | 1.08% | 25 |
|
|
2023
Q3 | $4.35M | Buy |
99,401
+26,284
| +36% | +$1.15M | 1.15% | 25 |
|
|
2023
Q2 | $3.37M | Buy |
73,117
+11,694
| +19% | +$540K | 0.89% | 29 |
|
|
2023
Q1 | $2.77M | Buy |
61,423
+3,779
| +7% | +$171K | 0.78% | 32 |
|
|
2022
Q4 | $2.42M | Buy |
57,644
+13,717
| +31% | +$576K | 0.72% | 33 |
|
|
2022
Q3 | $1.6M | Buy |
43,927
+8,982
| +26% | +$327K | 0.51% | 46 |
|
|
2022
Q2 | $1.43M | Buy |
34,945
+11,145
| +47% | +$455K | 0.45% | 57 |
|
|
2022
Q1 | $1.14M | Sell |
23,800
-4,292
| -15% | -$206K | 0.33% | 68 |
|
|
2021
Q4 | $1.43M | Sell |
28,092
-3,788
| -12% | -$193K | 0.93% | 31 |
|
|
2021
Q3 | $1.61M | Buy |
31,880
+3,489
| +12% | +$176K | 0.79% | 33 |
|
|
2021
Q2 | $1.47M | Buy |
28,391
+2,421
| +9% | +$125K | 0.54% | 43 |
|
|
2021
Q1 | $1.28M | Buy |
25,970
+5,528
| +27% | +$271K | 0.5% | 51 |
|
|
2020
Q4 | $965K | Buy |
20,442
+3,682
| +22% | +$174K | 0.42% | 51 |
|
|
2020
Q3 | $685K | Buy |
+16,760
| New | +$685K | 0.37% | 54 |
|
|
2020
Q1 | – | Sell |
-9,221
| Closed | -$406K | – | 69 |
|
|
2019
Q4 | $406K | Buy |
+9,221
| New | +$406K | 0.39% | 42 |
|