CIA
Cape Investment Advisory’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 | $974K | Buy |
17,092
+2,191
| +15% | +$125K | 0.36% | 56 |
|
|
2025
Q1 | $757K | Buy |
14,901
+9,138
| +159% | +$464K | 0.3% | 71 |
|
|
2024
Q4 | $276K | Buy |
5,763
+685
| +13% | +$32.8K | 0.11% | 142 |
|
|
2024
Q3 | $268K | Buy |
5,078
+905
| +22% | +$47.8K | 0.11% | 137 |
|
|
2024
Q2 | $206K | Sell |
4,173
-3,438
| -45% | -$170K | 0.09% | 149 |
|
|
2024
Q1 | $382K | Sell |
7,611
-697
| -8% | -$35K | 0.18% | 92 |
|
|
2023
Q4 | $398K | Buy |
8,308
+3,531
| +74% | +$169K | 0.19% | 83 |
|
|
2023
Q3 | $209K | Sell |
4,777
-554
| -10% | -$24.2K | 0.12% | 127 |
|
|
2023
Q2 | $246K | Buy |
5,331
+1,994
| +60% | +$92.1K | 0.14% | 111 |
|
|
2023
Q1 | $151K | Buy |
+3,337
| New | +$151K | 0.09% | 151 |
|