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AJ Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.29M Sell
27,998
-4,923
-15% -$227K 0.06% 115
2023
Q1
$1.49M Buy
32,921
+3
+0% +$136 0.08% 103
2022
Q4
$1.38M Buy
32,918
+19,249
+141% +$808K 0.07% 109
2022
Q3
$497K Buy
13,669
+72
+0.5% +$2.62K 0.03% 179
2022
Q2
$555K Sell
13,597
-1,385
-9% -$56.5K 0.03% 177
2022
Q1
$720K Buy
14,982
+10
+0.1% +$481 0.04% 165
2021
Q4
$764K Buy
14,972
+1,504
+11% +$76.7K 0.04% 158
2021
Q3
$680K Buy
13,468
+1,227
+10% +$62K 0.04% 158
2021
Q2
$631K Buy
12,241
+33
+0.3% +$1.7K 0.04% 160
2021
Q1
$600K Buy
12,208
+148
+1% +$7.27K 0.04% 147
2020
Q4
$569K Buy
12,060
+37
+0.3% +$1.75K 0.05% 136
2020
Q3
$492K Buy
12,023
+4,122
+52% +$169K 0.05% 131
2020
Q2
$306K Sell
7,901
-1,117
-12% -$43.3K 0.03% 156
2020
Q1
$301K Sell
9,018
-44,493
-83% -$1.49M 0.04% 127
2019
Q4
$2.36M Sell
53,511
-694
-1% -$30.6K 0.28% 35
2019
Q3
$2.23M Buy
54,205
+1,071
+2% +$44K 0.29% 34
2019
Q2
$2.22M Buy
53,134
+2,572
+5% +$107K 0.33% 33
2019
Q1
$2.07M Buy
50,562
+333
+0.7% +$13.6K 0.34% 31
2018
Q4
$1.86M Sell
50,229
-6,018
-11% -$223K 0.36% 32
2018
Q3
$2.43M Buy
56,247
+5,872
+12% +$254K 0.45% 24
2018
Q2
$2.16M Buy
50,375
+704
+1% +$30.2K 0.45% 25
2018
Q1
$2.2M Buy
49,671
+8,437
+20% +$373K 0.52% 24
2017
Q4
$1.85M Sell
41,234
-2,731
-6% -$123K 0.46% 29
2017
Q3
$1.91M Hold
43,965
0.62% 26
2017
Q2
$1.82M Sell
43,965
-1,070
-2% -$44.2K 0.69% 22
2017
Q1
$1.77M Sell
45,035
-995
-2% -$39.1K 0.77% 23
2016
Q4
$1.68M Buy
+46,030
New +$1.68M 0.87% 24