CFA
Cahill Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Buy |
567,596
+51,886
| +10% | +$2.96M | 4.02% | 4 |
|
|
2025
Q1 | $26.2M | Sell |
515,710
-111
| -0% | -$5.64K | 3.56% | 5 |
|
|
2024
Q4 | $24.7M | Buy |
515,821
+6,401
| +1% | +$306K | 3.34% | 5 |
|
|
2024
Q3 | $26.9M | Buy |
509,420
+35,128
| +7% | +$1.86M | 3.68% | 4 |
|
|
2024
Q2 | $23.4M | Buy |
474,292
+136,887
| +41% | +$6.76M | 3.21% | 6 |
|
|
2024
Q1 | $16.9M | Sell |
337,405
-8,546
| -2% | -$429K | 2.31% | 11 |
|
|
2023
Q4 | $16.6M | Buy |
345,951
+8,418
| +2% | +$403K | 2.45% | 11 |
|
|
2023
Q3 | $14.8M | Buy |
337,533
+10,459
| +3% | +$457K | 2.45% | 11 |
|
|
2023
Q2 | $15.1M | Buy |
327,074
+25,606
| +8% | +$1.18M | 2.44% | 10 |
|
|
2023
Q1 | $13.6M | Buy |
301,468
+24,993
| +9% | +$1.13M | 2.42% | 11 |
|
|
2022
Q4 | $11.6M | Sell |
276,475
-3,009
| -1% | -$126K | 2.23% | 11 |
|
|
2022
Q3 | $10.2M | Buy |
279,484
+22,832
| +9% | +$830K | 2.14% | 11 |
|
|
2022
Q2 | $10.5M | Sell |
256,652
-5,878
| -2% | -$240K | 2.23% | 11 |
|
|
2022
Q1 | $12.6M | Buy |
262,530
+8,735
| +3% | +$420K | 2.37% | 10 |
|
|
2021
Q4 | $13M | Sell |
253,795
-5,189
| -2% | -$265K | 2.5% | 9 |
|
|
2021
Q3 | $13.1M | Sell |
258,984
-24,920
| -9% | -$1.26M | 2.68% | 7 |
|
|
2021
Q2 | $14.6M | Sell |
283,904
-98
| -0% | -$5.05K | 3.29% | 6 |
|
|
2021
Q1 | $13.9M | Sell |
284,002
-40,166
| -12% | -$1.97M | 3.4% | 6 |
|
|
2020
Q4 | $15.3M | Buy |
324,168
+275,812
| +570% | +$13M | 3.86% | 5 |
|
|
2020
Q3 | $1.98M | Buy |
48,356
+9
| +0% | +$368 | 0.71% | 36 |
|
|
2020
Q2 | $1.88M | Buy |
48,347
+1,088
| +2% | +$42.2K | 0.73% | 36 |
|
|
2020
Q1 | $1.58M | Sell |
47,259
-301
| -0.6% | -$10K | 0.73% | 40 |
|
|
2019
Q4 | $2.1M | Buy |
47,560
+844
| +2% | +$37.2K | 0.76% | 38 |
|
|
2019
Q3 | $1.92M | Buy |
46,716
+2,316
| +5% | +$95.2K | 0.75% | 41 |
|
|
2019
Q2 | $1.85M | Buy |
44,400
+3,166
| +8% | +$132K | 0.73% | 40 |
|
|
2019
Q1 | $1.69M | Buy |
41,234
+1,124
| +3% | +$46K | 0.7% | 43 |
|
|
2018
Q4 | $1.49M | Buy |
40,110
+1,625
| +4% | +$60.3K | 0.75% | 40 |
|
|
2018
Q3 | $1.67M | Buy |
38,485
+1,981
| +5% | +$85.8K | 0.74% | 40 |
|
|
2018
Q2 | $1.57M | Buy |
36,504
+707
| +2% | +$30.3K | 0.72% | 40 |
|
|
2018
Q1 | $1.59M | Buy |
35,797
+733
| +2% | +$32.5K | 0.76% | 39 |
|
|
2017
Q4 | $1.57M | Sell |
35,064
-330
| -0.9% | -$14.8K | 0.79% | 36 |
|
|
2017
Q3 | $1.54M | Buy |
35,394
+2,870
| +9% | +$125K | 0.81% | 37 |
|
|
2017
Q2 | $1.34M | Buy |
32,524
+277
| +0.9% | +$11.4K | 0.74% | 39 |
|
|
2017
Q1 | $1.27M | Buy |
32,247
+852
| +3% | +$33.5K | 0.73% | 41 |
|
|
2016
Q4 | $1.15M | Buy |
31,395
+34
| +0.1% | +$1.24K | 0.7% | 41 |
|
|
2016
Q3 | $1.17M | Buy |
31,361
+586
| +2% | +$21.9K | 0.76% | 40 |
|
|
2016
Q2 | $1.09M | Buy |
30,775
+1,947
| +7% | +$68.9K | 0.76% | 38 |
|
|
2016
Q1 | $1.04M | Buy |
28,828
+2,130
| +8% | +$76.5K | 0.78% | 39 |
|
|
2015
Q4 | $981K | Sell |
26,698
-685
| -3% | -$25.2K | 0.8% | 37 |
|
|
2015
Q3 | $976K | Sell |
27,383
-566
| -2% | -$20.2K | 0.79% | 40 |
|
|
2015
Q2 | $1.11M | Sell |
27,949
-1,052
| -4% | -$41.7K | 0.83% | 35 |
|
|
2015
Q1 | $1.16M | Sell |
29,001
-4,667
| -14% | -$186K | 0.88% | 33 |
|
|
2014
Q4 | $1.28M | Sell |
33,668
-762
| -2% | -$28.9K | 0.99% | 35 |
|
|
2014
Q3 | $1.37M | Sell |
34,430
-8,770
| -20% | -$349K | 1.09% | 31 |
|
|
2014
Q2 | $1.84M | Sell |
43,200
-4,749
| -10% | -$202K | 1.44% | 24 |
|
|
2014
Q1 | $1.98M | Sell |
47,949
-2,612
| -5% | -$108K | 1.69% | 19 |
|
|
2013
Q4 | $2.11M | Buy |
+50,561
| New | +$2.11M | 1.83% | 19 |
|