APP
Avantax Planning Partners’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 | $2.86M | Sell |
50,138
-509
| -1% | -$29K | 0.09% | 115 |
|
|
2025
Q1 | $2.57M | Sell |
50,647
-683
| -1% | -$34.7K | 0.09% | 116 |
|
|
2024
Q4 | $2.45M | Sell |
51,330
-3,868
| -7% | -$185K | 0.09% | 114 |
|
|
2024
Q3 | $2.92M | Sell |
55,198
-2,782
| -5% | -$147K | 0.1% | 107 |
|
|
2024
Q2 | $2.87M | Sell |
57,980
-1,838
| -3% | -$90.8K | 0.09% | 117 |
|
|
2024
Q1 | $3M | Buy |
59,818
+27,654
| +86% | +$1.39M | 0.1% | 120 |
|
|
2023
Q4 | $1.54M | Buy |
32,164
+1,677
| +6% | +$80.3K | 0.06% | 135 |
|
|
2023
Q3 | $1.33M | Sell |
30,487
-14,914
| -33% | -$652K | 0.06% | 142 |
|
|
2023
Q2 | $2.1M | Buy |
45,401
+1,676
| +4% | +$77.4K | 0.08% | 104 |
|
|
2023
Q1 | $1.98M | Buy |
43,725
+70
| +0.2% | +$3.16K | 0.08% | 109 |
|
|
2022
Q4 | $1.83M | Buy |
43,655
+23,581
| +117% | +$990K | 0.07% | 114 |
|
|
2022
Q3 | $730K | Buy |
20,074
+13,679
| +214% | +$497K | 0.03% | 189 |
|
|
2022
Q2 | $261K | Sell |
6,395
-390
| -6% | -$15.9K | 0.01% | 289 |
|
|
2022
Q1 | $326K | Buy |
6,785
+2,819
| +71% | +$135K | 0.01% | 266 |
|
|
2021
Q4 | $203K | Buy |
+3,966
| New | +$203K | 0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-4,347
| Closed | -$213K | – | 347 |
|
|
2021
Q1 | $213K | Sell |
4,347
-2,113
| -33% | -$104K | 0.01% | 288 |
|
|
2020
Q4 | $305K | Buy |
+6,460
| New | +$305K | 0.02% | 217 |
|
|
2020
Q1 | – | Sell |
-5,561
| Closed | -$245K | – | 312 |
|
|
2019
Q4 | $245K | Sell |
5,561
-590
| -10% | -$26K | 0.01% | 261 |
|
|
2019
Q3 | $253K | Buy |
6,151
+576
| +10% | +$23.7K | 0.02% | 258 |
|
|
2019
Q2 | $233K | Sell |
5,575
-996
| -15% | -$41.6K | 0.02% | 271 |
|
|
2019
Q1 | $269K | Sell |
6,571
-956
| -13% | -$39.1K | 0.02% | 244 |
|
|
2018
Q4 | $279K | Sell |
7,527
-2,187
| -23% | -$81.1K | 0.02% | 211 |
|
|
2018
Q3 | $420K | Sell |
9,714
-24
| -0.2% | -$1.04K | 0.03% | 153 |
|
|
2018
Q2 | $418K | Sell |
9,738
-20,772
| -68% | -$892K | 0.04% | 143 |
|
|
2018
Q1 | $1.35M | Hold |
30,510
| – | – | 0.12% | 79 |
|
|
2017
Q4 | $1.37M | Sell |
30,510
-4,690
| -13% | -$210K | 0.13% | 72 |
|
|
2017
Q3 | $1.53M | Buy |
35,200
+20,772
| +144% | +$902K | 0.12% | 79 |
|
|
2017
Q2 | $596K | Buy |
14,428
+918
| +7% | +$37.9K | 0.05% | 165 |
|
|
2017
Q1 | $531K | Buy |
13,510
+5,976
| +79% | +$235K | 0.05% | 172 |
|
|
2016
Q4 | $275K | Buy |
+7,534
| New | +$275K | 0.03% | 236 |
|