Capital Planning 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 | $43.5M | Buy |
763,393
+340,343
| +80% | +$19.4M | 6.38% | 2 |
|
|
2025
Q1 | $21.5M | Buy |
423,050
+6,064
| +1% | +$308K | 3.32% | 8 |
|
|
2024
Q4 | $19.9M | Buy |
416,986
+12,753
| +3% | +$610K | 3.08% | 10 |
|
|
2024
Q3 | $21.3M | Sell |
404,233
-15,884
| -4% | -$839K | 3.22% | 8 |
|
|
2024
Q2 | $20.8M | Buy |
420,117
+27,153
| +7% | +$1.34M | 3.55% | 8 |
|
|
2024
Q1 | $19.7M | Buy |
392,964
+1,682
| +0.4% | +$84.4K | 3.46% | 8 |
|
|
2023
Q4 | $18.7M | Sell |
391,282
-7,687
| -2% | -$368K | 3.54% | 8 |
|
|
2023
Q3 | $17.4M | Buy |
398,969
+110
| +0% | +$4.81K | 3.64% | 7 |
|
|
2023
Q2 | $18.4M | Sell |
398,859
-5,988
| -1% | -$277K | 3.73% | 7 |
|
|
2023
Q1 | $18.3M | Buy |
+404,847
| New | +$18.3M | 3.89% | 5 |
|