Broadview Financial 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
$6.56M Sell
115,041
-3,973
-3% -$227K 4.46% 8
2025
Q1
$6.05M Sell
119,014
-1,846
-2% -$93.8K 4.51% 8
2024
Q4
$5.78M Buy
120,860
+1,571
+1% +$75.1K 4.13% 8
2024
Q3
$6.3M Buy
119,289
+588
+0.5% +$31.1K 4.26% 8
2024
Q2
$5.87M Buy
118,701
+1,959
+2% +$96.8K 4.27% 8
2024
Q1
$5.86M Sell
116,742
-3,815
-3% -$191K 4.27% 8
2023
Q4
$5.77M Buy
120,557
+1,056
+0.9% +$50.6K 4.45% 8
2023
Q3
$5.22M Buy
119,501
+462
+0.4% +$20.2K 4.83% 7
2023
Q2
$5.5M Sell
119,039
-2,583
-2% -$119K 4.69% 7
2023
Q1
$5.49M Sell
121,622
-488
-0.4% -$22K 4.8% 7
2022
Q4
$5.12M Buy
122,110
+2,108
+2% +$88.5K 4.61% 7
2022
Q3
$4.36M Sell
120,002
-1,875
-2% -$68.2K 4.37% 7
2022
Q2
$4.97M Buy
121,877
+1,598
+1% +$65.2K 4.64% 7
2022
Q1
$5.78M Buy
120,279
+165
+0.1% +$7.93K 4.28% 7
2021
Q4
$6.13M Buy
120,114
+1,596
+1% +$81.5K 4.37% 7
2021
Q3
$5.98M Buy
118,518
+654
+0.6% +$33K 4.63% 7
2021
Q2
$6.07M Buy
117,864
+745
+0.6% +$38.4K 4.57% 7
2021
Q1
$5.75M Sell
117,119
-284
-0.2% -$13.9K 4.47% 7
2020
Q4
$5.54M Sell
117,403
-366
-0.3% -$17.3K 4.25% 7
2020
Q3
$4.82M Sell
117,769
-40,661
-26% -$1.66M 4.06% 8
2020
Q2
$6.15M Buy
158,430
+1,180
+0.8% +$45.8K 4.92% 8
2020
Q1
$5.24M Sell
157,250
-581
-0.4% -$19.4K 4.69% 8
2019
Q4
$6.95M Buy
157,831
+1,431
+0.9% +$63.1K 4.84% 7
2019
Q3
$6.43M Sell
156,400
-939
-0.6% -$38.6K 4.77% 7
2019
Q2
$6.56M Buy
157,339
+906
+0.6% +$37.8K 4.94% 7
2019
Q1
$6.39M Sell
156,433
-7,390
-5% -$302K 4.98% 7
2018
Q4
$6.08M Buy
+163,823
New +$6.08M 5.4% 6