Paulson Wealth Management Inc. VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1731878
As of 2026-06-30, Paulson Wealth Management Inc. reported 189.26K VEA (shares), valued at $13.48M, or 2.86% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares increased 6.39%; reported value increased 18.30%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.86% | 189,259 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 2.67% | 177,885 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.51% | 173,676 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 2.46% | 173,576 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 2.39% | 161,915 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 2.33% | 162,788 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.15% | 164,762 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.48% | 175,677 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 2.33% | 161,598 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 2.39% | 162,222 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.28% | 148,445 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 1.82% | 119,332 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.82% | 119,332 | $5.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 2.28% | 148,445 | $7.11M | Shares increased 24.40%; reported value increased 36.29%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.39% | 162,222 | $8.14M | Shares increased 9.28%; reported value increased 14.46%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.33% | 161,598 | $7.99M | Shares decreased 0.38%; reported value decreased 1.87%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 2.48% | 175,677 | $9.28M | Shares increased 8.71%; reported value increased 16.17%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 2.15% | 164,762 | $7.88M | Shares decreased 6.21%; reported value decreased 15.07%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.33% | 162,788 | $8.27M | Shares decreased 1.20%; reported value increased 5.02%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.39% | 161,915 | $9.23M | Shares decreased 0.54%; reported value increased 11.56%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 2.46% | 173,576 | $10.40M | Shares increased 7.20%; reported value increased 12.67%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 2.51% | 173,676 | $10.85M | Shares increased 0.06%; reported value increased 4.32%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.67% | 177,885 | $11.40M | Shares increased 2.42%; reported value increased 5.06%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 2.86% | 189,259 | $13.48M | Shares increased 6.39%; reported value increased 18.30%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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