Beaird Harris 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 | $39.7M | Buy |
696,778
+7,468
| +1% | +$426K | 3.07% | 13 |
|
|
2025
Q1 | $35M | Buy |
689,310
+45,451
| +7% | +$2.31M | 2.98% | 13 |
|
|
2024
Q4 | $30.8M | Buy |
643,859
+65,386
| +11% | +$3.13M | 2.66% | 15 |
|
|
2024
Q3 | $30.5M | Buy |
578,473
+29,307
| +5% | +$1.55M | 2.67% | 15 |
|
|
2024
Q2 | $27.1M | Buy |
549,166
+3,144
| +0.6% | +$155K | 2.55% | 15 |
|
|
2024
Q1 | $27.4M | Buy |
546,022
+29,881
| +6% | +$1.5M | 2.67% | 15 |
|
|
2023
Q4 | $24.7M | Buy |
516,141
+29,848
| +6% | +$1.43M | 2.59% | 14 |
|
|
2023
Q3 | $21.3M | Buy |
486,293
+15,075
| +3% | +$659K | 2.55% | 14 |
|
|
2023
Q2 | $21.8M | Sell |
471,218
-5,986
| -1% | -$276K | 2.6% | 14 |
|
|
2023
Q1 | $21.6M | Buy |
477,204
+6,882
| +1% | +$311K | 3.87% | 10 |
|
|
2022
Q4 | $19.7M | Buy |
470,322
+4,471
| +1% | +$188K | 3.69% | 10 |
|
|
2022
Q3 | $16.9M | Buy |
465,851
+216,575
| +87% | +$7.87M | 3.71% | 10 |
|
|
2022
Q2 | $10.2M | Buy |
249,276
+168,372
| +208% | +$6.87M | 2.8% | 11 |
|
|
2022
Q1 | $3.89M | Buy |
80,904
+41,589
| +106% | +$2M | 1.4% | 14 |
|
|
2021
Q4 | $2.01M | Buy |
+39,315
| New | +$2.01M | 0.73% | 20 |
|