WAAG
Wealth Alliance Advisory 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 | $347K | Sell |
6,095
-59
| -1% | -$3.36K | 0.07% | 138 |
|
2025
Q1 | $313K | Sell |
6,154
-226,197
| -97% | -$11.5M | 0.06% | 141 |
|
2024
Q4 | $11.1M | Buy |
232,351
+3,973
| +2% | +$190K | 2.35% | 12 |
|
2024
Q3 | $12.1M | Buy |
228,378
+3,984
| +2% | +$210K | 2.53% | 12 |
|
2024
Q2 | $11.1M | Buy |
224,394
+4,369
| +2% | +$216K | 2.5% | 11 |
|
2024
Q1 | $11M | Buy |
220,025
+8,964
| +4% | +$450K | 2.56% | 11 |
|
2023
Q4 | $10.1M | Buy |
211,061
+10,242
| +5% | +$491K | 2.64% | 10 |
|
2023
Q3 | $8.78M | Buy |
200,819
+5,739
| +3% | +$251K | 2.6% | 10 |
|
2023
Q2 | $9.01M | Sell |
195,080
-3,504
| -2% | -$162K | 3.18% | 6 |
|
2023
Q1 | $8.97M | Buy |
+198,584
| New | +$8.97M | 3.36% | 6 |
|
2018
Q4 | – | Sell |
-54,758
| Closed | -$2.37M | – | 143 |
|
2018
Q3 | $2.37M | Sell |
54,758
-63,785
| -54% | -$2.76M | 1.21% | 19 |
|
2018
Q2 | $5.09M | Buy |
118,543
+3,711
| +3% | +$159K | 2.79% | 10 |
|
2018
Q1 | $5.08M | Buy |
114,832
+93,912
| +449% | +$4.16M | 2.96% | 11 |
|
2017
Q4 | $938K | Buy |
+20,920
| New | +$938K | 0.84% | 35 |
|