Annis Gardner Whiting Capital 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 | $4.11M | Buy |
72,030
+2,687
| +4% | +$153K | 1.42% | 9 |
|
2025
Q1 | $3.52M | Buy |
69,343
+2,000
| +3% | +$102K | 1.49% | 9 |
|
2024
Q4 | $3.22M | Sell |
67,343
-1,332
| -2% | -$63.7K | 0.9% | 16 |
|
2024
Q3 | $3.63M | Buy |
68,675
+1,475
| +2% | +$77.9K | 1.02% | 13 |
|
2024
Q2 | $3.32M | Buy |
67,200
+13,837
| +26% | +$684K | 0.94% | 14 |
|
2024
Q1 | $2.68M | Buy |
53,363
+14,589
| +38% | +$732K | 0.96% | 13 |
|
2023
Q4 | $1.86M | Hold |
38,774
| – | – | 0.82% | 15 |
|
2023
Q3 | $1.7M | Buy |
+38,774
| New | +$1.7M | 0.9% | 14 |
|