Sharp Wealth Advisory, LLC VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1733194
As of 2026-06-30, Sharp Wealth Advisory, LLC reported 37.66K VEA (shares), valued at $2.68M, or 1.24% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 0.39%; reported value increased 10.75%, and weight changed +0.04 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 | 1.24% | 37,655 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.20% | 37,804 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 1.11% | 35,363 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 1.06% | 32,451 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 1.10% | 29,804 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.78% | 20,000 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.82% | 22,673 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.01% | 24,783 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 0.83% | 19,685 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 0.85% | 18,136 | SEC filing ↗Filed Aug 14, 2024 |
| Q4 2023 | 0.83% | 15,879 | SEC filing ↗Filed Aug 14, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.83% | 15,879 | $760.60K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 14, 2024 |
| Q1 2024 | 0.85% | 18,136 | $909.88K | Shares increased 14.21%; reported value increased 19.63%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q2 2024 | 0.83% | 19,685 | $972.83K | Shares increased 8.54%; reported value increased 6.92%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 1.01% | 24,783 | $1.31M | Shares increased 25.90%; reported value increased 34.53%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 0.82% | 22,673 | $1.08M | Shares decreased 8.51%; reported value decreased 17.16%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.78% | 20,000 | $1.02M | Shares decreased 11.79%; reported value decreased 6.24%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 1.10% | 29,804 | $1.70M | Shares increased 49.02%; reported value increased 67.14%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 1.06% | 32,451 | $1.94M | Shares increased 8.88%; reported value increased 14.44%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 1.11% | 35,363 | $2.21M | Shares increased 8.97%; reported value increased 13.61%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 1.20% | 37,804 | $2.42M | Shares increased 6.90%; reported value increased 9.66%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 1.24% | 37,655 | $2.68M | Shares decreased 0.39%; reported value increased 10.75%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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