WFAG
Wescott Financial 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 | $5.09M | Buy |
89,322
+9,355
| +12% | +$533K | 0.49% | 36 |
|
|
2025
Q1 | $4.06M | Sell |
79,967
-6,551
| -8% | -$333K | 0.42% | 39 |
|
|
2024
Q4 | $4.14M | Buy |
86,518
+4,817
| +6% | +$230K | 0.43% | 39 |
|
|
2024
Q3 | $4.31M | Sell |
81,701
-966
| -1% | -$51K | 0.46% | 39 |
|
|
2024
Q2 | $4.09M | Buy |
82,667
+868
| +1% | +$42.9K | 0.47% | 38 |
|
|
2024
Q1 | $4.1M | Buy |
81,799
+7,423
| +10% | +$372K | 0.51% | 36 |
|
|
2023
Q4 | $3.56M | Buy |
74,376
+9,807
| +15% | +$470K | 0.5% | 38 |
|
|
2023
Q3 | $2.82M | Buy |
64,569
+3,470
| +6% | +$152K | 0.52% | 40 |
|
|
2023
Q2 | $2.82M | Sell |
61,099
-4,557
| -7% | -$210K | 0.5% | 41 |
|
|
2023
Q1 | $2.97M | Sell |
65,656
-436
| -0.7% | -$19.7K | 0.64% | 34 |
|
|
2022
Q4 | $2.77M | Sell |
66,092
-11,757
| -15% | -$493K | 0.6% | 36 |
|
|
2022
Q3 | $2.83M | Buy |
77,849
+7,504
| +11% | +$273K | 0.79% | 26 |
|
|
2022
Q2 | $2.87M | Sell |
70,345
-10,956
| -13% | -$447K | 0.78% | 27 |
|
|
2022
Q1 | $3.91M | Buy |
+81,301
| New | +$3.91M | 1.01% | 22 |
|