Appleton Partners’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 | $2.23M | Sell |
39,164
-441
| -1% | -$25.1K | 0.16% | 106 |
|
|
2025
Q1 | $2.01M | Sell |
39,605
-1,986
| -5% | -$101K | 0.16% | 105 |
|
|
2024
Q4 | $1.99M | Sell |
41,591
-6,570
| -14% | -$314K | 0.15% | 107 |
|
|
2024
Q3 | $2.54M | Sell |
48,161
-4,940
| -9% | -$261K | 0.19% | 100 |
|
|
2024
Q2 | $2.62M | Buy |
53,101
+1,731
| +3% | +$85.5K | 0.2% | 98 |
|
|
2024
Q1 | $2.58M | Sell |
51,370
-7,172
| -12% | -$360K | 0.2% | 101 |
|
|
2023
Q4 | $2.8M | Sell |
58,542
-32
| -0.1% | -$1.53K | 0.23% | 94 |
|
|
2023
Q3 | $2.56M | Buy |
58,574
+1,280
| +2% | +$56K | 0.23% | 94 |
|
|
2023
Q2 | $2.65M | Sell |
57,294
-596
| -1% | -$27.5K | 0.22% | 94 |
|
|
2023
Q1 | $2.62M | Sell |
57,890
-130
| -0.2% | -$5.87K | 0.23% | 94 |
|
|
2022
Q4 | $2.44M | Buy |
58,020
+1,460
| +3% | +$61.3K | 0.23% | 98 |
|
|
2022
Q3 | $2.06M | Sell |
56,560
-808
| -1% | -$29.4K | 0.21% | 104 |
|
|
2022
Q2 | $2.34M | Buy |
57,368
+1,489
| +3% | +$60.8K | 0.22% | 95 |
|
|
2022
Q1 | $2.68M | Buy |
55,879
+7,087
| +15% | +$340K | 0.22% | 97 |
|
|
2021
Q4 | $2.49M | Sell |
48,792
-1,033
| -2% | -$52.7K | 0.19% | 106 |
|
|
2021
Q3 | $2.52M | Sell |
49,825
-1,145
| -2% | -$57.8K | 0.21% | 103 |
|
|
2021
Q2 | $2.63M | Sell |
50,970
-3,895
| -7% | -$201K | 0.22% | 100 |
|
|
2021
Q1 | $2.69M | Sell |
54,865
-1,135
| -2% | -$55.7K | 0.25% | 98 |
|
|
2020
Q4 | $2.64M | Sell |
56,000
-4,444
| -7% | -$210K | 0.26% | 84 |
|
|
2020
Q3 | $2.47M | Sell |
60,444
-1,068
| -2% | -$43.7K | 0.27% | 84 |
|
|
2020
Q2 | $2.39M | Sell |
61,512
-6,334
| -9% | -$246K | 0.29% | 85 |
|
|
2020
Q1 | $2.26M | Sell |
67,846
-2,273
| -3% | -$75.8K | 0.31% | 80 |
|
|
2019
Q4 | $3.09M | Sell |
70,119
-78
| -0.1% | -$3.44K | 0.34% | 77 |
|
|
2019
Q3 | $2.88M | Sell |
70,197
-3,205
| -4% | -$132K | 0.35% | 79 |
|
|
2019
Q2 | $3.06M | Sell |
73,402
-6,210
| -8% | -$259K | 0.38% | 72 |
|
|
2019
Q1 | $3.25M | Sell |
79,612
-21,881
| -22% | -$894K | 0.43% | 65 |
|
|
2018
Q4 | $4.39M | Hold |
101,493
| – | – | 0.66% | 46 |
|
|
2018
Q3 | $4.39M | Sell |
101,493
-21,537
| -18% | -$932K | 0.58% | 54 |
|
|
2018
Q2 | $5.28M | Sell |
123,030
-10,747
| -8% | -$461K | 0.76% | 42 |
|
|
2018
Q1 | $5.92M | Sell |
133,777
-22,985
| -15% | -$1.02M | 0.9% | 31 |
|
|
2017
Q4 | $7.03M | Sell |
156,762
-12,086
| -7% | -$542K | 1.09% | 21 |
|
|
2017
Q3 | $7.33M | Buy |
168,848
+12,102
| +8% | +$525K | 1.23% | 15 |
|
|
2017
Q2 | $6.48M | Buy |
156,746
+19,609
| +14% | +$810K | 1.09% | 22 |
|
|
2017
Q1 | $5.39M | Buy |
+137,137
| New | +$5.39M | 0.99% | 29 |
|