Laurel Wealth Planning LLC VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1842010
As of 2026-06-30, Laurel Wealth Planning LLC reported 83.65K VEA (shares), valued at $5.96M, or 2.64% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.42%; reported value increased 11.66%, and weight changed -0.18 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 | 2.64% | 83,650 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 2.82% | 83,297 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 2.89% | 83,504 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 2.49% | 78,487 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 2.43% | 74,884 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | 1.77% | 57,327 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 1.91% | 55,414 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 1.92% | 55,811 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 2.15% | 64,416 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.16% | 63,639 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 3.99% | 117,206 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.99% | 117,206 | $5.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 2.16% | 63,639 | $3.05M | Shares decreased 45.70%; reported value decreased 40.52%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 2.15% | 64,416 | $3.23M | Shares increased 1.22%; reported value increased 6.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 1.92% | 55,811 | $2.76M | Shares decreased 13.36%; reported value decreased 14.67%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 1.91% | 55,414 | $2.93M | Shares decreased 0.71%; reported value increased 6.09%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.77% | 57,327 | $2.74M | Shares increased 3.45%; reported value decreased 6.32%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 2.43% | 74,884 | $4.27M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 2.49% | 78,487 | $4.70M | Shares increased 4.81%; reported value increased 10.16%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 2.89% | 83,504 | $5.22M | Shares increased 6.39%; reported value increased 10.92%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.82% | 83,297 | $5.34M | Shares decreased 0.25%; reported value increased 2.32%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 2.64% | 83,650 | $5.96M | Shares increased 0.42%; reported value increased 11.66%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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