WFA
Wellspring 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 | $739K | Buy |
12,962
+3,551
| +38% | +$202K | 0.07% | 69 |
|
|
2025
Q1 | $478K | Sell |
9,411
-45
| -0.5% | -$2.29K | 0.05% | 76 |
|
|
2024
Q4 | $452K | Buy |
9,456
+1,466
| +18% | +$70.1K | 0.05% | 80 |
|
|
2024
Q3 | $422K | Sell |
7,990
-9,932
| -55% | -$525K | 0.05% | 91 |
|
|
2024
Q2 | $886K | Buy |
17,922
+10,015
| +127% | +$495K | 0.12% | 60 |
|
|
2024
Q1 | $397K | Buy |
7,907
+40
| +0.5% | +$2.01K | 0.06% | 82 |
|
|
2023
Q4 | $377K | Buy |
7,867
+88
| +1% | +$4.22K | 0.09% | 87 |
|
|
2023
Q3 | $340K | Buy |
7,779
+46
| +0.6% | +$2.01K | 0.1% | 80 |
|
|
2023
Q2 | $357K | Sell |
7,733
-187
| -2% | -$8.64K | 0.1% | 75 |
|
|
2023
Q1 | $358K | Sell |
7,920
-4,975
| -39% | -$225K | 0.11% | 75 |
|
|
2022
Q4 | $541K | Buy |
12,895
+5,079
| +65% | +$213K | 0.18% | 61 |
|
|
2022
Q3 | $284K | Sell |
7,816
-893
| -10% | -$32.4K | 0.1% | 66 |
|
|
2022
Q2 | $355K | Sell |
8,709
-116
| -1% | -$4.73K | 0.12% | 58 |
|
|
2022
Q1 | $424K | Sell |
8,825
-105
| -1% | -$5.05K | 0.12% | 59 |
|
|
2021
Q4 | $456K | Buy |
8,930
+106
| +1% | +$5.41K | 0.13% | 59 |
|
|
2021
Q3 | $446K | Sell |
8,824
-1,632
| -16% | -$82.5K | 0.13% | 57 |
|
|
2021
Q2 | $539K | Sell |
10,456
-47,003
| -82% | -$2.42M | 0.17% | 53 |
|
|
2021
Q1 | $1.92M | Buy |
57,459
+44,082
| +330% | +$1.47M | 0.92% | 21 |
|
|
2020
Q4 | $632K | Sell |
13,377
-33,711
| -72% | -$1.59M | 0.22% | 48 |
|
|
2020
Q3 | $1.93M | Sell |
47,088
-2,818
| -6% | -$115K | 0.75% | 29 |
|
|
2020
Q2 | $1.94M | Sell |
49,906
-7,553
| -13% | -$293K | 0.8% | 27 |
|
|
2020
Q1 | $1.92M | Buy |
+57,459
| New | +$1.92M | 0.92% | 21 |
|