Beta Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-162,697
| Closed | -$6.83M | – | 113 |
|
|
2022
Q4 | $6.83M | Buy |
162,697
+6,285
| +4% | +$264K | 4.58% | 3 |
|
|
2022
Q3 | $5.69M | Sell |
156,412
-975
| -0.6% | -$35.5K | 4.1% | 5 |
|
|
2022
Q2 | $6.42M | Buy |
157,387
+5,999
| +4% | +$245K | 4.3% | 5 |
|
|
2022
Q1 | $7.27M | Buy |
151,388
+3,124
| +2% | +$150K | 4.87% | 3 |
|
|
2021
Q4 | $7.49M | Hold |
148,264
| – | – | 5.4% | 3 |
|
|
2021
Q3 | $7.49M | Buy |
148,264
+7,468
| +5% | +$377K | 5.4% | 3 |
|
|
2021
Q2 | $7.25M | Buy |
140,796
+5,175
| +4% | +$267K | 5.05% | 6 |
|
|
2021
Q1 | $6.66M | Buy |
+135,621
| New | +$6.66M | 4.84% | 5 |
|