WFPG
Waller Financial Planning Group’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 | $10M | Buy |
176,054
+6,083
| +4% | +$347K | 2.43% | 10 |
|
|
2025
Q1 | $8.64M | Sell |
169,971
-2,790
| -2% | -$142K | 2.43% | 10 |
|
|
2024
Q4 | $8.26M | Buy |
172,761
+2,230
| +1% | +$107K | 2.08% | 13 |
|
|
2024
Q3 | $9.01M | Sell |
170,531
-2,739
| -2% | -$145K | 2.23% | 11 |
|
|
2024
Q2 | $8.56M | Sell |
173,270
-7,268
| -4% | -$359K | 2.3% | 11 |
|
|
2024
Q1 | $9.06M | Sell |
180,538
-35,653
| -16% | -$1.79M | 2.41% | 11 |
|
|
2023
Q4 | $10.4M | Sell |
216,191
-5,281
| -2% | -$253K | 2.72% | 12 |
|
|
2023
Q3 | $9.68M | Sell |
221,472
-2,325
| -1% | -$102K | 2.82% | 12 |
|
|
2023
Q2 | $10.3M | Buy |
223,797
+8,169
| +4% | +$377K | 2.85% | 12 |
|
|
2023
Q1 | $9.74M | Sell |
215,628
-10,575
| -5% | -$478K | 2.76% | 12 |
|
|
2022
Q4 | $9.49M | Sell |
226,203
-6,301
| -3% | -$264K | 2.75% | 11 |
|
|
2022
Q3 | $8.45M | Buy |
232,504
+17,354
| +8% | +$631K | 2.59% | 11 |
|
|
2022
Q2 | $8.78M | Buy |
215,150
+6,989
| +3% | +$285K | 2.57% | 11 |
|
|
2022
Q1 | $10M | Buy |
208,161
+23,288
| +13% | +$1.12M | 2.65% | 9 |
|
|
2021
Q4 | $9.44M | Buy |
184,873
+10,691
| +6% | +$546K | 2.36% | 10 |
|
|
2021
Q3 | $8.79M | Buy |
174,182
+915
| +0.5% | +$46.2K | 2.34% | 9 |
|
|
2021
Q2 | $8.93M | Buy |
173,267
+2,036
| +1% | +$105K | 2.39% | 9 |
|
|
2021
Q1 | $8.41M | Sell |
171,231
-3,072
| -2% | -$151K | 2.42% | 9 |
|
|
2020
Q4 | $8.23M | Buy |
174,303
+5,487
| +3% | +$259K | 2.57% | 9 |
|
|
2020
Q3 | $6.91M | Sell |
168,816
-3,093
| -2% | -$127K | 2.53% | 10 |
|
|
2020
Q2 | $6.67M | Sell |
171,909
-27,909
| -14% | -$1.08M | 2.6% | 8 |
|
|
2020
Q1 | $6.66M | Buy |
199,818
+87,946
| +79% | +$2.93M | 3.48% | 10 |
|
|
2019
Q4 | $4.93M | Sell |
111,872
-4,031
| -3% | -$178K | 2.47% | 15 |
|
|
2019
Q3 | $4.91M | Sell |
115,903
-2,135
| -2% | -$90.5K | 2.6% | 15 |
|
|
2019
Q2 | $4.92M | Sell |
118,038
-7,739
| -6% | -$323K | 2.74% | 15 |
|
|
2019
Q1 | $5.29M | Sell |
125,777
-17,035
| -12% | -$716K | 3.06% | 13 |
|
|
2018
Q4 | $5.3M | Buy |
+142,812
| New | +$5.3M | 3.66% | 9 |
|