CIA
Choate Investment 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 | $25.4M | Buy |
446,398
+86,234
| +24% | +$4.92M | 0.55% | 30 |
|
|
2025
Q1 | $18.3M | Sell |
360,164
-6,006
| -2% | -$305K | 0.45% | 34 |
|
|
2024
Q4 | $17.5M | Buy |
366,170
+25,156
| +7% | +$1.2M | 0.42% | 32 |
|
|
2024
Q3 | $18M | Sell |
341,014
-3,853
| -1% | -$203K | 0.46% | 31 |
|
|
2024
Q2 | $17M | Buy |
344,867
+1,559
| +0.5% | +$77K | 0.45% | 28 |
|
|
2024
Q1 | $17.2M | Buy |
343,308
+246,906
| +256% | +$12.4M | 0.46% | 25 |
|
|
2023
Q4 | $4.62M | Sell |
96,402
-2,307
| -2% | -$111K | 0.14% | 82 |
|
|
2023
Q3 | $4.32M | Buy |
98,709
+11,120
| +13% | +$486K | 0.17% | 58 |
|
|
2023
Q2 | $4.04M | Buy |
87,589
+2,548
| +3% | +$118K | 0.17% | 54 |
|
|
2023
Q1 | $3.84M | Buy |
85,041
+69,665
| +453% | +$3.15M | 0.19% | 52 |
|
|
2022
Q4 | $645K | Buy |
15,376
+1,181
| +8% | +$49.6K | 0.04% | 159 |
|
|
2022
Q3 | $516K | Sell |
14,195
-1,098
| -7% | -$39.9K | 0.03% | 156 |
|
|
2022
Q2 | $624K | Sell |
15,293
-8,928
| -37% | -$364K | 0.04% | 150 |
|
|
2022
Q1 | $1.16M | Sell |
24,221
-8,709
| -26% | -$418K | 0.06% | 132 |
|
|
2021
Q4 | $1.68M | Sell |
32,930
-720
| -2% | -$36.8K | 0.1% | 91 |
|
|
2021
Q3 | $1.7M | Sell |
33,650
-940
| -3% | -$47.5K | 0.11% | 78 |
|
|
2021
Q2 | $1.78M | Sell |
34,590
-531
| -2% | -$27.4K | 0.11% | 77 |
|
|
2021
Q1 | $1.73M | Buy |
35,121
+653
| +2% | +$32.1K | 0.11% | 81 |
|
|
2020
Q4 | $1.63M | Sell |
34,468
-35,686
| -51% | -$1.68M | 0.1% | 80 |
|
|
2020
Q3 | $2.87M | Buy |
70,154
+14,597
| +26% | +$597K | 0.19% | 51 |
|
|
2020
Q2 | $2.16M | Sell |
55,557
-49,225
| -47% | -$1.91M | 0.16% | 57 |
|
|
2020
Q1 | $3.49M | Buy |
104,782
+147
| +0.1% | +$4.9K | 0.28% | 42 |
|
|
2019
Q4 | $4.61M | Sell |
104,635
-857
| -0.8% | -$37.8K | 0.28% | 42 |
|
|
2019
Q3 | $4.33M | Buy |
105,492
+2,846
| +3% | +$117K | 0.27% | 46 |
|
|
2019
Q2 | $4.28M | Sell |
102,646
-20,284
| -17% | -$846K | 0.26% | 48 |
|
|
2019
Q1 | $5.02M | Sell |
122,930
-9,059
| -7% | -$370K | 0.3% | 43 |
|
|
2018
Q4 | $4.9M | Sell |
131,989
-15,769
| -11% | -$585K | 0.32% | 42 |
|
|
2018
Q3 | $6.39M | Sell |
147,758
-49,607
| -25% | -$2.15M | 0.35% | 32 |
|
|
2018
Q2 | $8.47M | Sell |
197,365
-105,006
| -35% | -$4.5M | 0.49% | 30 |
|
|
2018
Q1 | $13.4M | Sell |
302,371
-25,275
| -8% | -$1.12M | 0.72% | 22 |
|
|
2017
Q4 | $14.7M | Buy |
327,646
+14,620
| +5% | +$656K | 0.75% | 21 |
|
|
2017
Q3 | $13.6M | Buy |
313,026
+19,431
| +7% | +$844K | 0.73% | 22 |
|
|
2017
Q2 | $12.1M | Sell |
293,595
-77,969
| -21% | -$3.22M | 0.69% | 24 |
|
|
2017
Q1 | $14.6M | Sell |
371,564
-40,097
| -10% | -$1.58M | 0.85% | 20 |
|
|
2016
Q4 | $15M | Sell |
411,661
-259,221
| -39% | -$9.47M | 0.95% | 15 |
|
|
2016
Q3 | $25.1M | Sell |
670,882
-176,349
| -21% | -$6.6M | 1.64% | 10 |
|
|
2016
Q2 | $30M | Sell |
847,231
-379,024
| -31% | -$13.4M | 2.08% | 9 |
|
|
2016
Q1 | $44M | Sell |
1,226,255
-4,697,789
| -79% | -$169M | 3.04% | 7 |
|
|
2015
Q4 | $224M | Buy |
5,924,044
+2,151,495
| +57% | +$81.5M | 16.33% | 1 |
|
|
2015
Q3 | $134M | Sell |
3,772,549
-944,288
| -20% | -$33.7M | 9.18% | 3 |
|
|
2015
Q2 | $187M | Sell |
4,716,837
-571,194
| -11% | -$22.6M | 10.8% | 2 |
|
|
2015
Q1 | $211M | Sell |
5,288,031
-669,057
| -11% | -$26.6M | 11.94% | 2 |
|
|
2014
Q4 | $226M | Sell |
5,957,088
-43,278
| -0.7% | -$1.64M | 13.25% | 2 |
|
|
2014
Q3 | $239M | Buy |
6,000,366
+29,570
| +0.5% | +$1.18M | 14.42% | 2 |
|
|
2014
Q2 | $254M | Buy |
5,970,796
+444,677
| +8% | +$18.9M | 14.91% | 2 |
|
|
2014
Q1 | $227M | Buy |
5,526,119
+782,850
| +17% | +$32.2M | 14.12% | 2 |
|
|
2013
Q4 | $198M | Buy |
4,743,269
+484,464
| +11% | +$20.2M | 12.92% | 2 |
|
|
2013
Q3 | $169M | Buy |
4,258,805
+150,416
| +4% | +$5.95M | 12.46% | 2 |
|
|
2013
Q2 | $146M | Buy |
+4,108,389
| New | +$146M | 11.72% | 2 |
|