Caldwell Trust’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
89,826
+6,909
|
|
||||
|
2025
Q1 | $4.21M | Buy |
82,917
+16,217
|
|
||||
|
2024
Q4 | $3.19M | Buy |
66,700
+5,782
|
|
||||
|
2024
Q3 | $3.22M | Sell |
60,918
-1,441
|
|
||||
|
2024
Q2 | $3.08M | Buy |
62,359
+7,786
|
|
||||
|
2024
Q1 | $2.74M | Buy |
54,573
+1,984
|
|
||||
|
2023
Q4 | $2.52M | Sell |
52,589
-3,402
|
|
||||
|
2023
Q3 | $2.45M | Sell |
55,991
-3,135
|
|
||||
|
2023
Q2 | $2.73M | Buy |
59,126
+2,865
|
|
||||
|
2023
Q1 | $2.54M | Buy |
56,261
+6,000
|
|
||||
|
2022
Q4 | $2.11M | Sell |
50,261
-14,088
|
|
||||
|
2022
Q3 | $2.34M | Sell |
64,349
-2,834
|
|
||||
|
2022
Q2 | $2.74M | Buy |
67,183
+2,678
|
|
||||
|
2022
Q1 | $3.1M | Sell |
64,505
-2,775
|
|
||||
|
2021
Q4 | $3.44M | Buy |
67,280
+2,436
|
|
||||
|
2021
Q3 | $3.27M | Buy |
64,844
+7,198
|
|
||||
|
2021
Q2 | $2.97M | Sell |
57,646
-3,128
|
|
||||
|
2021
Q1 | $2.98M | Sell |
60,774
-1,021
|
|
||||
|
2020
Q4 | $2.92M | Sell |
61,795
-4,023
|
|
||||
|
2020
Q3 | $2.69M | Sell |
65,818
-30,538
|
|
||||
|
2020
Q2 | $3.74M | Sell |
96,356
-18,634
|
|
||||
|
2020
Q1 | $3.83M | Sell |
114,990
-9,252
|
|
||||
|
2019
Q4 | $5.47M | Buy |
+124,242
|
|