Capital Performance Advisors’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 | – | Sell |
-4,995
| Closed | -$254K | – | 319 |
|
|
2025
Q1 | $254K | Buy |
+4,995
| New | +$254K | 0.06% | 192 |
|
|
2024
Q4 | – | Sell |
-1,050
| Closed | -$55.5K | – | 2587 |
|
|
2024
Q3 | $55.5K | Sell |
1,050
-6,726
| -86% | -$355K | 0.02% | 323 |
|
|
2024
Q2 | $384K | Buy |
7,776
+2,014
| +35% | +$99.5K | 0.15% | 57 |
|
|
2024
Q1 | $289K | Buy |
+5,762
| New | +$289K | 0.11% | 63 |
|