CBA
Coastal Bridge 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 | $357K | Buy |
6,270
+288
| +5% | +$16.4K | 0.03% | 327 |
|
2025
Q1 | $304K | Buy |
+5,982
| New | +$304K | 0.08% | 193 |
|
2022
Q1 | – | Sell |
-8,136
| Closed | -$400K | – | 223 |
|
2021
Q4 | $400K | Buy |
8,136
+4,084
| +101% | +$201K | 0.08% | 120 |
|
2021
Q3 | $205K | Hold |
4,052
| – | – | 0.05% | 132 |
|
2021
Q2 | $209K | Buy |
+4,052
| New | +$209K | 0.04% | 134 |
|