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