Clifford Swan Investment Counsel’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 | $1.96M | Buy |
34,395
+391
| +1% | +$22.3K | 0.07% | 148 |
|
2025
Q1 | $1.73M | Buy |
34,004
+1,110
| +3% | +$56.4K | 0.06% | 151 |
|
2024
Q4 | $1.57M | Hold |
32,894
| – | – | 0.06% | 154 |
|
2024
Q3 | $1.74M | Hold |
32,894
| – | – | 0.06% | 153 |
|
2024
Q2 | $1.63M | Hold |
32,894
| – | – | 0.06% | 149 |
|
2024
Q1 | $1.65M | Sell |
32,894
-900
| -3% | -$45.2K | 0.06% | 153 |
|
2023
Q4 | $1.62M | Buy |
33,794
+607
| +2% | +$29.1K | 0.06% | 153 |
|
2023
Q3 | $1.45M | Hold |
33,187
| – | – | 0.06% | 152 |
|
2023
Q2 | $1.53M | Sell |
33,187
-238
| -0.7% | -$11K | 0.06% | 153 |
|
2023
Q1 | $1.51M | Sell |
33,425
-24
| -0.1% | -$1.08K | 0.06% | 149 |
|
2022
Q4 | $1.4M | Hold |
33,449
| – | – | 0.06% | 150 |
|
2022
Q3 | $1.22M | Sell |
33,449
-1,515
| -4% | -$55.1K | 0.06% | 156 |
|
2022
Q2 | $1.43M | Sell |
34,964
-3,846
| -10% | -$157K | 0.06% | 152 |
|
2022
Q1 | $1.86M | Sell |
38,810
-1,975
| -5% | -$94.9K | 0.07% | 147 |
|
2021
Q4 | $2.08M | Sell |
40,785
-3,162
| -7% | -$161K | 0.07% | 147 |
|
2021
Q3 | $2.31M | Hold |
43,947
| – | – | 0.08% | 141 |
|
2021
Q2 | $2.3M | Sell |
43,947
-1,213
| -3% | -$63.4K | 0.09% | 135 |
|
2021
Q1 | $2.22M | Hold |
45,160
| – | – | 0.09% | 133 |
|
2020
Q4 | $2.13M | Sell |
45,160
-1,900
| -4% | -$89.7K | 0.09% | 132 |
|
2020
Q3 | $1.93M | Buy |
47,060
+756
| +2% | +$30.9K | 0.09% | 135 |
|
2020
Q2 | $1.8M | Buy |
46,304
+232
| +0.5% | +$9K | 0.09% | 133 |
|
2020
Q1 | $1.54M | Buy |
46,072
+15,325
| +50% | +$511K | 0.09% | 131 |
|
2019
Q4 | $1.36M | Sell |
30,747
-90
| -0.3% | -$3.97K | 0.07% | 155 |
|
2019
Q3 | $1.27M | Sell |
30,837
-13,498
| -30% | -$555K | 0.07% | 152 |
|
2019
Q2 | $1.85M | Buy |
44,335
+9,498
| +27% | +$396K | 0.1% | 134 |
|
2019
Q1 | $1.42M | Hold |
34,837
| – | – | 0.08% | 144 |
|
2018
Q4 | $1.29M | Buy |
34,837
+10,380
| +42% | +$385K | 0.08% | 143 |
|
2018
Q3 | $1.06M | Hold |
24,457
| – | – | 0.06% | 156 |
|
2018
Q2 | $1.05M | Hold |
24,457
| – | – | 0.06% | 154 |
|
2018
Q1 | $1.08M | Hold |
24,457
| – | – | 0.06% | 154 |
|
2017
Q4 | $1.1M | Buy |
24,457
+1,890
| +8% | +$84.8K | 0.06% | 156 |
|
2017
Q3 | $980K | Hold |
22,567
| – | – | 0.06% | 156 |
|
2017
Q2 | $932K | Buy |
22,567
+2,545
| +13% | +$105K | 0.06% | 161 |
|
2017
Q1 | $787K | Buy |
+20,022
| New | +$787K | 0.05% | 170 |
|