Berger Financial Group’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 | $4.41M | Buy |
77,375
+3,097
| +4% | +$177K | 0.29% | 88 |
|
2025
Q1 | $3.78M | Sell |
74,278
-2,011
| -3% | -$102K | 0.26% | 97 |
|
2024
Q4 | $3.65M | Sell |
76,289
-7,368
| -9% | -$352K | 0.25% | 95 |
|
2024
Q3 | $4.42M | Sell |
83,657
-5,599
| -6% | -$296K | 0.32% | 83 |
|
2024
Q2 | $4.41M | Sell |
89,256
-5,846
| -6% | -$289K | 0.35% | 78 |
|
2024
Q1 | $4.77M | Sell |
95,102
-15,352
| -14% | -$770K | 0.39% | 76 |
|
2023
Q4 | $5.29M | Sell |
110,454
-2,772
| -2% | -$133K | 0.55% | 48 |
|
2023
Q3 | $4.95M | Buy |
113,226
+37,950
| +50% | +$1.66M | 0.57% | 48 |
|
2023
Q2 | $3.48M | Buy |
75,276
+1,847
| +3% | +$85.3K | 0.39% | 78 |
|
2023
Q1 | $3.32M | Buy |
73,429
+84
| +0.1% | +$3.79K | 0.4% | 76 |
|
2022
Q4 | $3.08M | Buy |
73,345
+2,060
| +3% | +$86.5K | 0.41% | 75 |
|
2022
Q3 | $2.59M | Buy |
71,285
+6,595
| +10% | +$240K | 0.38% | 75 |
|
2022
Q2 | $2.64M | Buy |
64,690
+10,436
| +19% | +$426K | 0.39% | 67 |
|
2022
Q1 | $2.61M | Buy |
54,254
+1,229
| +2% | +$59K | 0.33% | 74 |
|
2021
Q4 | $2.71M | Buy |
53,025
+723
| +1% | +$36.9K | 0.36% | 74 |
|
2021
Q3 | $2.64M | Buy |
52,302
+4,856
| +10% | +$245K | 0.48% | 62 |
|
2021
Q2 | $2.44M | Buy |
47,446
+19,748
| +71% | +$1.02M | 0.44% | 65 |
|
2021
Q1 | $1.36M | Buy |
27,698
+114
| +0.4% | +$5.6K | 0.3% | 69 |
|
2020
Q4 | $1.3M | Buy |
+27,584
| New | +$1.3M | 0.23% | 89 |
|