AIFS
A&I Financial Services’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 | $5.18M | Buy |
90,921
+179
| +0.2% | +$10.2K | 2.93% | 7 |
|
2025
Q1 | $4.61M | Buy |
90,742
+15,664
| +21% | +$796K | 3.12% | 7 |
|
2024
Q4 | $3.59M | Buy |
+75,078
| New | +$3.59M | 3.5% | 4 |
|
2019
Q3 | $1.6M | Buy |
38,960
+3,180
| +9% | +$131K | 2.39% | 14 |
|
2019
Q2 | $1.49M | Buy |
35,780
+4,242
| +13% | +$177K | 2.44% | 15 |
|
2019
Q1 | $1.29M | Buy |
31,538
+1,901
| +6% | +$77.7K | 2.38% | 14 |
|
2018
Q4 | $1.1M | Sell |
29,637
-2,634
| -8% | -$97.8K | 1.86% | 17 |
|
2018
Q3 | $1.4M | Buy |
32,271
+566
| +2% | +$24.5K | 3.5% | 11 |
|
2018
Q2 | $1.36M | Buy |
+31,705
| New | +$1.36M | 2.73% | 13 |
|
2018
Q1 | – | Sell |
-28,746
| Closed | -$1.29M | – | 26 |
|
2017
Q4 | $1.29M | Buy |
+28,746
| New | +$1.29M | 2.55% | 15 |
|