Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.48M | Buy |
165,572
+165,411
| +102,740% | +$7.47M | 4.19% | 10 |
|
|
2022
Q4 | $6.76K | Buy |
+161
| New | +$6.76K | ﹤0.01% | 168 |
|
|
2022
Q2 | – | Sell |
-3,638
| Closed | -$175K | – | 229 |
|
|
2022
Q1 | $175K | Sell |
3,638
-217
| -6% | -$10.4K | 0.07% | 53 |
|
|
2021
Q4 | $197K | Sell |
3,855
-1,078
| -22% | -$55.1K | 0.08% | 57 |
|
|
2021
Q3 | $249K | Sell |
4,933
-1,171
| -19% | -$59.1K | 0.11% | 55 |
|
|
2021
Q2 | $314K | Buy |
6,104
+5,833
| +2,152% | +$300K | 0.15% | 50 |
|
|
2021
Q1 | $13K | Hold |
271
| – | – | 0.01% | 142 |
|
|
2020
Q4 | $13K | Buy |
+271
| New | +$13K | 0.01% | 137 |
|