Avaii Wealth Management’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
2024
Q4
Sell
-4,419
Closed -$233K 146
2024
Q3
$233K Sell
4,419
-4,163
-49% -$220K 0.12% 119
2024
Q2
$424K Buy
8,582
+210
+3% +$10.4K 0.24% 77
2024
Q1
$420K Buy
8,372
+345
+4% +$17.3K 0.25% 77
2023
Q4
$385K Sell
8,027
-964
-11% -$46.2K 0.25% 88
2023
Q3
$393K Sell
8,991
-132
-1% -$5.77K 0.3% 80
2023
Q2
$421K Buy
9,123
+1,639
+22% +$75.7K 0.32% 75
2023
Q1
$338K Buy
+7,484
New +$338K 0.29% 83
2022
Q4
Sell
-5,613
Closed -$204K 135
2022
Q3
$204K Buy
5,613
+689
+14% +$25K 0.21% 104
2022
Q2
$201K Buy
4,924
+137
+3% +$5.59K 0.22% 99
2022
Q1
$229K Buy
+4,787
New +$229K 0.21% 92