Alta Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $324K | Buy |
5,691
+972
| +21% | +$55.4K | 0.15% | 88 |
|
2025
Q1 | $240K | Sell |
4,719
-41
| -0.9% | -$2.08K | 0.11% | 122 |
|
2024
Q4 | $228K | Buy |
4,760
+148
| +3% | +$7.08K | 0.1% | 123 |
|
2024
Q3 | $244K | Buy |
+4,612
| New | +$244K | 0.11% | 117 |
|
2024
Q2 | – | Sell |
-4,236
| Closed | -$213K | – | 131 |
|
2024
Q1 | $213K | Sell |
4,236
-73
| -2% | -$3.66K | 0.11% | 124 |
|
2023
Q4 | $206K | Sell |
4,309
-2,427
| -36% | -$116K | 0.12% | 122 |
|
2023
Q3 | $294K | Hold |
6,736
| – | – | 0.18% | 109 |
|
2023
Q2 | $311K | Sell |
6,736
-95
| -1% | -$4.39K | 0.18% | 116 |
|
2023
Q1 | $309K | Hold |
6,831
| – | – | 0.19% | 118 |
|
2022
Q4 | $287K | Buy |
6,831
+3
| +0% | +$126 | 0.19% | 124 |
|
2022
Q3 | $248K | Hold |
6,828
| – | – | 0.18% | 123 |
|
2022
Q2 | $279K | Sell |
6,828
-42
| -0.6% | -$1.72K | 0.19% | 123 |
|
2022
Q1 | $330K | Sell |
6,870
-655
| -9% | -$31.5K | 0.2% | 121 |
|
2021
Q4 | $384K | Hold |
7,525
| – | – | 0.24% | 117 |
|
2021
Q3 | $380K | Hold |
7,525
| – | – | 0.28% | 111 |
|
2021
Q2 | $388K | Sell |
7,525
-50
| -0.7% | -$2.58K | 0.28% | 109 |
|
2021
Q1 | $372K | Sell |
7,575
-82
| -1% | -$4.03K | 0.31% | 105 |
|
2020
Q4 | $361K | Buy |
+7,657
| New | +$361K | 0.3% | 102 |
|