Brown Financial Advisory’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 | $451K | Buy |
7,903
+1,432
| +22% | +$81.6K | 0.25% | 32 |
|
2025
Q1 | $329K | Hold |
6,471
| – | – | 0.21% | 31 |
|
2024
Q4 | $309K | Hold |
6,471
| – | – | 0.22% | 25 |
|
2024
Q3 | $342K | Hold |
6,471
| – | – | 0.24% | 23 |
|
2024
Q2 | $320K | Hold |
6,471
| – | – | 0.25% | 22 |
|
2024
Q1 | $325K | Sell |
6,471
-72
| -1% | -$3.61K | 0.25% | 22 |
|
2023
Q4 | $313K | Hold |
6,543
| – | – | 0.26% | 23 |
|
2023
Q3 | $286K | Hold |
6,543
| – | – | 0.25% | 22 |
|
2023
Q2 | $302K | Sell |
6,543
-339
| -5% | -$15.7K | 0.25% | 22 |
|
2023
Q1 | $311K | Buy |
6,882
+339
| +5% | +$15.3K | 0.3% | 22 |
|
2022
Q4 | $275K | Sell |
6,543
-19,465
| -75% | -$817K | 0.28% | 24 |
|
2022
Q3 | $946K | Buy |
26,008
+19,354
| +291% | +$704K | 0.91% | 16 |
|
2022
Q2 | $271K | Sell |
6,654
-283
| -4% | -$11.5K | 0.29% | 24 |
|
2022
Q1 | $333K | Sell |
6,937
-125
| -2% | -$6K | 0.27% | 24 |
|
2021
Q4 | $361K | Hold |
7,062
| – | – | 0.32% | 20 |
|
2021
Q3 | $357K | Sell |
7,062
-75
| -1% | -$3.79K | 0.29% | 19 |
|
2021
Q2 | $368K | Sell |
7,137
-1,006
| -12% | -$51.9K | 0.31% | 21 |
|
2021
Q1 | $400K | Sell |
8,143
-5,076
| -38% | -$249K | 0.35% | 20 |
|
2020
Q4 | $624K | Buy |
+13,219
| New | +$624K | 0.55% | 19 |
|