AG
Advocate Group’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 | $22.6M | Buy |
396,615
+6,362
| +2% | +$363K | 4.04% | 2 |
|
2025
Q1 | $19.8M | Buy |
390,253
+13,089
| +3% | +$665K | 3.62% | 2 |
|
2024
Q4 | $18M | Buy |
377,164
+28,485
| +8% | +$1.36M | 3.4% | 2 |
|
2024
Q3 | $18.4M | Buy |
348,679
+18,706
| +6% | +$988K | 3.34% | 2 |
|
2024
Q2 | $16.3M | Buy |
329,973
+16,311
| +5% | +$806K | 3.28% | 2 |
|
2024
Q1 | $15.7M | Buy |
313,662
+4,301
| +1% | +$216K | 3.13% | 2 |
|
2023
Q4 | $14.8M | Buy |
309,361
+472
| +0.2% | +$22.6K | 3.18% | 2 |
|
2023
Q3 | $13.5M | Buy |
308,889
+5,013
| +2% | +$219K | 3.13% | 2 |
|
2023
Q2 | $14M | Sell |
303,876
-7,512
| -2% | -$347K | 3.09% | 2 |
|
2023
Q1 | $14.1M | Sell |
311,388
-82,351
| -21% | -$3.72M | 3.07% | 2 |
|
2022
Q4 | $16.5M | Sell |
393,739
-58,085
| -13% | -$2.44M | 3.56% | 2 |
|
2022
Q3 | $16.4M | Buy |
451,824
+34,836
| +8% | +$1.27M | 4.06% | 2 |
|
2022
Q2 | $17M | Buy |
+416,988
| New | +$17M | 3.96% | 2 |
|