Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.83M | Buy |
49,619
+366
| +0.7% | +$20.9K | 0.04% | 168 |
|
2025
Q1 | $2.5M | Sell |
49,253
-1,679
| -3% | -$85.3K | 0.04% | 174 |
|
2024
Q4 | $2.44M | Buy |
50,932
+79
| +0.2% | +$3.78K | 0.04% | 179 |
|
2024
Q3 | $2.69M | Buy |
50,853
+382
| +0.8% | +$20.2K | 0.04% | 171 |
|
2024
Q2 | $2.49M | Buy |
50,471
+890
| +2% | +$44K | 0.04% | 173 |
|
2024
Q1 | $2.49M | Sell |
49,581
-2,304
| -4% | -$116K | 0.04% | 179 |
|
2023
Q4 | $2.49M | Sell |
51,885
-1,687
| -3% | -$80.8K | 0.04% | 186 |
|
2023
Q3 | $2.34M | Sell |
53,572
-3,556
| -6% | -$155K | 0.04% | 180 |
|
2023
Q2 | $2.64M | Buy |
57,128
+8,683
| +18% | +$401K | 0.05% | 171 |
|
2023
Q1 | $2.19M | Buy |
48,445
+2,075
| +4% | +$93.7K | 0.04% | 173 |
|
2022
Q4 | $1.95M | Buy |
46,370
+22,026
| +90% | +$924K | 0.04% | 183 |
|
2022
Q3 | $885K | Buy |
24,344
+1,706
| +8% | +$62K | 0.02% | 227 |
|
2022
Q2 | $924K | Buy |
22,638
+866
| +4% | +$35.3K | 0.02% | 223 |
|
2022
Q1 | $1.05M | Hold |
21,772
| – | – | 0.02% | 228 |
|
2021
Q4 | $1.11M | Sell |
21,772
-353
| -2% | -$18K | 0.02% | 228 |
|
2021
Q3 | $1.12M | Buy |
22,125
+707
| +3% | +$35.7K | 0.02% | 200 |
|
2021
Q2 | $1.1M | Buy |
21,418
+1
| +0% | +$52 | 0.02% | 202 |
|
2021
Q1 | $1.05M | Buy |
21,417
+485
| +2% | +$23.8K | 0.02% | 201 |
|
2020
Q4 | $988K | Sell |
20,932
-9,518
| -31% | -$449K | 0.02% | 202 |
|
2020
Q3 | $1.25M | Buy |
30,450
+1,143
| +4% | +$46.7K | 0.03% | 187 |
|
2020
Q2 | $1.14M | Buy |
29,307
+1,187
| +4% | +$46K | 0.03% | 192 |
|
2020
Q1 | $938K | Sell |
28,120
-12,150
| -30% | -$405K | 0.03% | 197 |
|
2019
Q4 | $1.77M | Sell |
40,270
-102
| -0.3% | -$4.49K | 0.04% | 176 |
|
2019
Q3 | $1.66M | Sell |
40,372
-11,711
| -22% | -$481K | 0.04% | 178 |
|
2019
Q2 | $2.17M | Sell |
52,083
-38,471
| -42% | -$1.6M | 0.08% | 126 |
|
2019
Q1 | $3.72M | Sell |
90,554
-6,470
| -7% | -$266K | 0.14% | 101 |
|
2018
Q4 | $3.6M | Buy |
97,024
+12,071
| +14% | +$448K | 0.15% | 99 |
|
2018
Q3 | $3.69M | Buy |
84,953
+536
| +0.6% | +$23.3K | 0.14% | 101 |
|
2018
Q2 | $3.62M | Sell |
84,417
-982
| -1% | -$42.1K | 0.15% | 96 |
|
2018
Q1 | $3.78M | Buy |
+85,399
| New | +$3.78M | 0.16% | 91 |
|