APC
Asset Planning Corporation’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 | $7.15M | Sell |
125,442
-7,160
| -5% | -$408K | 3.81% | 11 |
|
|
2025
Q1 | $6.74M | Sell |
132,602
-5,247
| -4% | -$267K | 3.97% | 9 |
|
|
2024
Q4 | $6.59M | Buy |
137,849
+520
| +0.4% | +$24.9K | 4.13% | 9 |
|
|
2024
Q3 | $7.25M | Sell |
137,329
-181,772
| -57% | -$9.6M | 4.73% | 9 |
|
|
2024
Q2 | $15.8M | Buy |
319,101
+4,446
| +1% | +$220K | 11.8% | 1 |
|
|
2024
Q1 | $15.8M | Buy |
314,655
+2,820
| +0.9% | +$141K | 11.53% | 1 |
|
|
2023
Q4 | $14.9M | Buy |
311,835
+12,235
| +4% | +$586K | 11.54% | 1 |
|
|
2023
Q3 | $13.1M | Buy |
299,600
+10,267
| +4% | +$449K | 10.08% | 1 |
|
|
2023
Q2 | $13.4M | Buy |
289,333
+5,566
| +2% | +$257K | 10.16% | 1 |
|
|
2023
Q1 | $12.8M | Sell |
283,767
-28,280
| -9% | -$1.28M | 10.3% | 2 |
|
|
2022
Q4 | $13.1M | Sell |
312,047
-7,888
| -2% | -$331K | 10.9% | 2 |
|
|
2022
Q3 | $11.6M | Buy |
319,935
+3,153
| +1% | +$115K | 10.89% | 2 |
|
|
2022
Q2 | $12.9M | Buy |
316,782
+11,195
| +4% | +$457K | 11.23% | 2 |
|
|
2022
Q1 | $14.7M | Buy |
305,587
+13,587
| +5% | +$653K | 12.81% | 1 |
|
|
2021
Q4 | $14.9M | Buy |
292,000
+24,478
| +9% | +$1.25M | 12.75% | 2 |
|
|
2021
Q3 | $13.5M | Buy |
267,522
+23,368
| +10% | +$1.18M | 12.5% | 2 |
|
|
2021
Q2 | $12.6M | Buy |
244,154
+6,856
| +3% | +$353K | 12.25% | 2 |
|
|
2021
Q1 | $11.7M | Sell |
237,298
-10,164
| -4% | -$499K | 12.12% | 2 |
|
|
2020
Q4 | $11.7M | Buy |
+247,462
| New | +$11.7M | 11.6% | 2 |
|