Balanced Rock Investment 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 | $1.61M | Buy |
28,154
+852
| +3% | +$48.6K | 1.26% | 27 |
|
2025
Q1 | $1.39M | Buy |
27,302
+1,206
| +5% | +$61.3K | 1.11% | 28 |
|
2024
Q4 | $1.25M | Sell |
26,096
-3,860
| -13% | -$185K | 0.99% | 29 |
|
2024
Q3 | $1.58M | Sell |
29,956
-296
| -1% | -$15.6K | 1.24% | 24 |
|
2024
Q2 | $1.5M | Sell |
30,252
-1,107
| -4% | -$54.7K | 1.26% | 23 |
|
2024
Q1 | $1.57M | Sell |
31,359
-1,786
| -5% | -$89.6K | 1.34% | 20 |
|
2023
Q4 | $1.59M | Buy |
+33,145
| New | +$1.59M | 1.41% | 19 |
|