WAOI
Wealth Advisors of Iowa’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,417
| Closed | -$543K | – | 63 |
|
|
2023
Q3 | $543K | Sell |
12,417
-1,954
| -14% | -$85.4K | 0.38% | 26 |
|
|
2023
Q2 | $664K | Sell |
14,371
-7
| -0% | -$323 | 0.48% | 23 |
|
|
2023
Q1 | $649K | Sell |
14,378
-835
| -5% | -$37.7K | 0.51% | 20 |
|
|
2022
Q4 | $638K | Sell |
15,213
-169,992
| -92% | -$7.13M | 0.52% | 22 |
|
|
2022
Q3 | $6.73M | Sell |
185,205
-360,172
| -66% | -$13.1M | 6.29% | 5 |
|
|
2022
Q2 | $23.5M | Buy |
545,377
+365,886
| +204% | +$15.8M | 4.14% | 6 |
|
|
2022
Q1 | $8.62M | Sell |
179,491
-70,589
| -28% | -$3.39M | 4.32% | 8 |
|
|
2021
Q4 | $12.8M | Sell |
250,080
-1,565
| -0.6% | -$79.9K | 6.98% | 4 |
|
|
2021
Q3 | $12.7M | Sell |
251,645
-179,058
| -42% | -$9.04M | 6.91% | 4 |
|
|
2021
Q2 | $22.2M | Buy |
430,703
+25,994
| +6% | +$1.34M | 11.58% | 2 |
|
|
2021
Q1 | $19.9M | Buy |
404,709
+268,245
| +197% | +$13.2M | 11.07% | 2 |
|
|
2020
Q4 | $6.44M | Buy |
136,464
+9,097
| +7% | +$429K | 3.99% | 8 |
|
|
2020
Q3 | $5.21M | Buy |
+127,367
| New | +$5.21M | 3.58% | 7 |
|