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 |
|