Occidental Asset Management, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1770994
Burlingame, CA
Position in VEA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$469,898
+$16,804 QoQ
Shares Held
7,333
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,898 | 7,333 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $453,094 | 7,253 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $434,180 | 7,246 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $411,327 | 7,215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $340,611 | 6,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $293,566 | 6,139 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $403,943 | 7,649 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $365,460 | 7,395 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $276,637 | 5,514 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $298,848 | 6,239 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $243,170 | 5,562 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $296,937 | 6,430 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $292,069 | 6,466 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318,510 | 7,589 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $294,079 | 8,088 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $328,562 | 8,053 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $355,566 | 7,403 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $349,097 | 6,837 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $345,200 | 6,837 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $213,756 | 4,149 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $210,436 | 4,285 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||