WAM
Wealthspire Advisors (Maryland)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $184M | Buy |
4,491,402
+2,999,060
| +201% | +$123M | 6.48% | 3 |
|
|
2020
Q2 | $57.9M | Sell |
1,492,342
-63,081
| -4% | -$2.45M | 4.14% | 4 |
|
|
2020
Q1 | $51.9M | Sell |
1,555,423
-218,946
| -12% | -$7.3M | 4.51% | 4 |
|
|
2019
Q4 | $78.2M | Buy |
1,774,369
+9,933
| +0.6% | +$438K | 5.25% | 3 |
|
|
2019
Q3 | $72.5M | Buy |
1,764,436
+8,173
| +0.5% | +$336K | 5.3% | 3 |
|
|
2019
Q2 | $73.3M | Buy |
1,756,263
+86,590
| +5% | +$3.61M | 5.48% | 3 |
|
|
2019
Q1 | $68.2M | Buy |
1,669,673
+177,987
| +12% | +$7.27M | 5.15% | 3 |
|
|
2018
Q4 | $55.3M | Sell |
1,491,686
-119,960
| -7% | -$4.45M | 4.92% | 3 |
|
|
2018
Q3 | $69.7M | Buy |
1,611,646
+522,128
| +48% | +$22.6M | 5.75% | 3 |
|
|
2018
Q2 | $46.7M | Buy |
1,089,518
+123,598
| +13% | +$5.3M | 4.23% | 3 |
|
|
2018
Q1 | $42.7M | Buy |
965,920
+89,963
| +10% | +$3.98M | 4.03% | 3 |
|
|
2017
Q4 | $39.3M | Buy |
875,957
+109,381
| +14% | +$4.91M | 3.82% | 3 |
|
|
2017
Q3 | $33.3M | Buy |
766,576
+46,762
| +6% | +$2.03M | 3.63% | 4 |
|
|
2017
Q2 | $29.7M | Buy |
719,814
+20,650
| +3% | +$853K | 3.52% | 5 |
|
|
2017
Q1 | $27.5M | Buy |
699,164
+23,505
| +3% | +$924K | 3.91% | 5 |
|
|
2016
Q4 | $24.7M | Buy |
675,659
+109,529
| +19% | +$4M | 3.69% | 4 |
|
|
2016
Q3 | $21.2M | Sell |
566,130
-12,553
| -2% | -$470K | 3.3% | 5 |
|
|
2016
Q2 | $20.5M | Buy |
578,683
+50,964
| +10% | +$1.8M | 3.41% | 4 |
|
|
2016
Q1 | $18.9M | Buy |
527,719
+74,294
| +16% | +$2.67M | 3.34% | 4 |
|
|
2015
Q4 | $16.7M | Buy |
+453,425
| New | +$16.7M | 3.1% | 5 |
|