Bordeaux 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 | $16.7M | Buy |
292,597
+18,150
| +7% | +$1.03M | 2.14% | 8 |
|
2025
Q1 | $14M | Sell |
274,447
-24,686
| -8% | -$1.25M | 2.58% | 9 |
|
2024
Q4 | $14.3M | Buy |
299,133
+10,803
| +4% | +$517K | 2.3% | 9 |
|
2024
Q3 | $15.2M | Buy |
288,330
+28,723
| +11% | +$1.52M | 2.75% | 9 |
|
2024
Q2 | $12.8M | Buy |
259,607
+210,670
| +430% | +$10.4M | 2.45% | 9 |
|
2024
Q1 | $2.46M | Buy |
48,937
+9,682
| +25% | +$486K | 0.81% | 18 |
|
2023
Q4 | $1.88M | Buy |
39,255
+6,574
| +20% | +$315K | 0.64% | 22 |
|
2023
Q3 | $1.43M | Buy |
32,681
+14,715
| +82% | +$643K | 0.58% | 24 |
|
2023
Q2 | $830K | Sell |
17,966
-2,006
| -10% | -$92.6K | 0.34% | 37 |
|
2023
Q1 | $902K | Buy |
19,972
+2,142
| +12% | +$96.8K | 0.47% | 30 |
|
2022
Q4 | $748K | Sell |
17,830
-5,872
| -25% | -$246K | 0.41% | 37 |
|
2022
Q3 | $862K | Sell |
23,702
-576
| -2% | -$20.9K | 0.54% | 32 |
|
2022
Q2 | $991K | Buy |
24,278
+4,289
| +21% | +$175K | 0.68% | 26 |
|
2022
Q1 | $960K | Buy |
19,989
+11
| +0.1% | +$528 | 0.52% | 35 |
|
2021
Q4 | $1.02M | Buy |
19,978
+91
| +0.5% | +$4.65K | 0.47% | 35 |
|
2021
Q3 | $1M | Buy |
19,887
+8
| +0% | +$404 | 0.57% | 28 |
|
2021
Q2 | $1.02M | Buy |
19,879
+141
| +0.7% | +$7.26K | 0.59% | 27 |
|
2021
Q1 | $969K | Buy |
19,738
+255
| +1% | +$12.5K | 0.67% | 23 |
|
2020
Q4 | $920K | Buy |
+19,483
| New | +$920K | 0.69% | 20 |
|