Blue Zone Wealth Advisors’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 | $462K | Buy |
8,107
+648
| +9% | +$36.9K | 0.12% | 75 |
|
|
2025
Q1 | $379K | Sell |
7,459
-682
| -8% | -$34.7K | 0.11% | 78 |
|
|
2024
Q4 | $389K | Buy |
8,141
+130
| +2% | +$6.22K | 0.11% | 75 |
|
|
2024
Q3 | $423K | Buy |
8,011
+3,229
| +68% | +$171K | 0.13% | 71 |
|
|
2024
Q2 | $236K | Buy |
4,782
+20
| +0.4% | +$988 | 0.08% | 78 |
|
|
2024
Q1 | $239K | Buy |
4,762
+84
| +2% | +$4.21K | 0.08% | 80 |
|
|
2023
Q4 | $224K | Buy |
4,678
+97
| +2% | +$4.65K | 0.09% | 75 |
|
|
2023
Q3 | $200K | Buy |
4,581
+223
| +5% | +$9.75K | 0.09% | 75 |
|
|
2023
Q2 | $201K | Sell |
4,358
-5,570
| -56% | -$257K | 0.09% | 73 |
|
|
2023
Q1 | $448K | Buy |
9,928
+172
| +2% | +$7.77K | 0.24% | 58 |
|
|
2022
Q4 | $409K | Buy |
9,756
+142
| +1% | +$5.96K | 0.22% | 63 |
|
|
2022
Q3 | $350K | Buy |
9,614
+343
| +4% | +$12.5K | 0.18% | 70 |
|
|
2022
Q2 | $378K | Buy |
9,271
+486
| +6% | +$19.8K | 0.17% | 71 |
|
|
2022
Q1 | $422K | Buy |
8,785
+77
| +0.9% | +$3.7K | 0.16% | 71 |
|
|
2021
Q4 | $445K | Buy |
8,708
+51
| +0.6% | +$2.61K | 0.15% | 76 |
|
|
2021
Q3 | $437K | Buy |
8,657
+148
| +2% | +$7.47K | 0.15% | 80 |
|
|
2021
Q2 | $438K | Buy |
8,509
+297
| +4% | +$15.3K | 0.16% | 71 |
|
|
2021
Q1 | $403K | Sell |
8,212
-335
| -4% | -$16.4K | 0.17% | 68 |
|
|
2020
Q4 | $404K | Buy |
8,547
+671
| +9% | +$31.7K | 0.2% | 58 |
|
|
2020
Q3 | $322K | Buy |
+7,876
| New | +$322K | 0.18% | 59 |
|
|
2020
Q1 | – | Sell |
-290,357
| Closed | -$12.8M | – | 54 |
|
|
2019
Q4 | $12.8M | Buy |
+290,357
| New | +$12.8M | 8.25% | 2 |
|