Baron Silver Stevens Financial 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 | $1.94M | Buy |
34,082
+6,287
| +23% | +$358K | 0.31% | 43 |
|
|
2025
Q1 | $1.41M | Sell |
27,795
-110
| -0.4% | -$5.59K | 0.25% | 52 |
|
|
2024
Q4 | $1.33M | Buy |
27,905
+415
| +2% | +$19.8K | 0.23% | 51 |
|
|
2024
Q3 | $1.45M | Buy |
27,490
+90
| +0.3% | +$4.75K | 0.25% | 48 |
|
|
2024
Q2 | $1.35M | Sell |
27,400
-671
| -2% | -$33.2K | 0.26% | 47 |
|
|
2024
Q1 | $1.41M | Buy |
28,071
+351
| +1% | +$17.6K | 0.27% | 43 |
|
|
2023
Q4 | $1.33M | Buy |
27,720
+678
| +3% | +$32.5K | 0.28% | 39 |
|
|
2023
Q3 | $1.18M | Buy |
27,042
+294
| +1% | +$12.9K | 0.27% | 42 |
|
|
2023
Q2 | $1.24M | Buy |
26,748
+2,318
| +9% | +$107K | 0.27% | 40 |
|
|
2023
Q1 | $1.1M | Sell |
24,430
-1,701
| -7% | -$76.8K | 0.29% | 39 |
|
|
2022
Q4 | $1.1M | Sell |
26,131
-4,218
| -14% | -$177K | 0.27% | 37 |
|
|
2022
Q3 | $1.16K | Buy |
30,349
+540
| +2% | +$21 | 0.32% | 32 |
|
|
2022
Q2 | $1.22M | Buy |
29,809
+4,464
| +18% | +$182K | 0.31% | 36 |
|
|
2022
Q1 | $1.22M | Buy |
25,345
+20,788
| +456% | +$998K | 0.29% | 37 |
|
|
2021
Q4 | $232K | Hold |
4,557
| – | – | 0.05% | 76 |
|
|
2021
Q3 | $230K | Buy |
4,557
+441
| +11% | +$22.3K | 0.06% | 68 |
|
|
2021
Q2 | $212K | Buy |
+4,116
| New | +$212K | 0.06% | 82 |
|
|
2021
Q1 | – | Sell |
-302
| Closed | -$14K | – | 447 |
|
|
2020
Q4 | $14K | Buy |
+302
| New | +$14K | ﹤0.01% | 232 |
|