WFA
West 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 | $64.4M | Buy |
1,129,493
+21,774
| +2% | +$1.24M | 11.2% | 3 |
|
|
2025
Q1 | $56.3M | Buy |
1,107,719
+34,845
| +3% | +$1.77M | 10.7% | 4 |
|
|
2024
Q4 | $51.3M | Buy |
1,072,874
+70,305
| +7% | +$3.36M | 9.89% | 4 |
|
|
2024
Q3 | $52.9M | Buy |
1,002,569
+47,167
| +5% | +$2.49M | 10.21% | 3 |
|
|
2024
Q2 | $47.2M | Buy |
955,402
+31,481
| +3% | +$1.56M | 9.8% | 3 |
|
|
2024
Q1 | $46.4M | Buy |
923,921
+34,927
| +4% | +$1.75M | 9.94% | 3 |
|
|
2023
Q4 | $42.6M | Buy |
888,994
+71,266
| +9% | +$3.41M | 9.71% | 4 |
|
|
2023
Q3 | $35.8M | Buy |
817,728
+25,195
| +3% | +$1.1M | 8.97% | 4 |
|
|
2023
Q2 | $36.6M | Buy |
792,533
+42,494
| +6% | +$1.96M | 9.01% | 4 |
|
|
2023
Q1 | $33.9M | Buy |
750,039
+36,137
| +5% | +$1.63M | 8.87% | 4 |
|
|
2022
Q4 | $30M | Sell |
713,902
-217,262
| -23% | -$9.12M | 8.36% | 4 |
|
|
2022
Q3 | $33.9M | Sell |
931,164
-6,861
| -0.7% | -$249K | 10.14% | 2 |
|
|
2022
Q2 | $38.3M | Buy |
938,025
+131,574
| +16% | +$5.37M | 11.12% | 2 |
|
|
2022
Q1 | $38.7M | Buy |
806,451
+13,531
| +2% | +$650K | 10.19% | 2 |
|
|
2021
Q4 | $40.5M | Buy |
792,920
+48,936
| +7% | +$2.5M | 10.86% | 2 |
|
|
2021
Q3 | $37.6M | Buy |
743,984
+30,547
| +4% | +$1.54M | 11% | 4 |
|
|
2021
Q2 | $36.8M | Buy |
713,437
+67,393
| +10% | +$3.47M | 11.23% | 3 |
|
|
2021
Q1 | $31.7M | Buy |
646,044
+16,831
| +3% | +$827K | 10.64% | 4 |
|
|
2020
Q4 | $29.7M | Buy |
+629,213
| New | +$29.7M | 10.53% | 4 |
|