CIA
Compass Ion 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 | $2.49M | Sell |
43,640
-631
| -1% | -$36K | 0.27% | 46 |
|
|
2025
Q1 | $2.25M | Sell |
44,271
-5,523
| -11% | -$281K | 0.27% | 50 |
|
|
2024
Q4 | $2.38M | Sell |
49,794
-789
| -2% | -$37.7K | 0.28% | 47 |
|
|
2024
Q3 | $2.67M | Buy |
50,583
+21,456
| +74% | +$1.13M | 0.33% | 38 |
|
|
2024
Q2 | $1.46M | Buy |
29,127
+1,001
| +4% | +$50.2K | 0.21% | 64 |
|
|
2024
Q1 | $1.41M | Sell |
28,126
-2,565
| -8% | -$129K | 0.2% | 66 |
|
|
2023
Q4 | $1.47M | Sell |
30,691
-54
| -0.2% | -$2.59K | 0.23% | 66 |
|
|
2023
Q3 | $1.34M | Buy |
30,745
+1,979
| +7% | +$86.5K | 0.23% | 69 |
|
|
2023
Q2 | $1.33M | Sell |
28,766
-102
| -0.4% | -$4.71K | 0.34% | 28 |
|
|
2023
Q1 | $1.3M | Sell |
28,868
-3,513
| -11% | -$159K | 0.33% | 28 |
|
|
2022
Q4 | $1.36M | Sell |
32,381
-12,112
| -27% | -$508K | 0.35% | 29 |
|
|
2022
Q3 | $1.62M | Sell |
44,493
-4,573
| -9% | -$166K | 0.45% | 22 |
|
|
2022
Q2 | $2M | Sell |
49,066
-483
| -1% | -$19.7K | 0.58% | 20 |
|
|
2022
Q1 | $2.38M | Buy |
49,549
+2,756
| +6% | +$132K | 0.74% | 21 |
|
|
2021
Q4 | $2.39M | Buy |
46,793
+6,914
| +17% | +$353K | 0.77% | 23 |
|
|
2021
Q3 | $2.01M | Buy |
39,879
+19,208
| +93% | +$970K | 0.72% | 19 |
|
|
2021
Q2 | $1.07M | Sell |
20,671
-106
| -0.5% | -$5.46K | 0.41% | 29 |
|
|
2021
Q1 | $1.02M | Buy |
20,777
+1,855
| +10% | +$91.1K | 0.42% | 29 |
|
|
2020
Q4 | $893K | Buy |
18,922
+1,664
| +10% | +$78.5K | 0.35% | 29 |
|
|
2020
Q3 | $706K | Buy |
17,258
+8,674
| +101% | +$355K | 0.45% | 28 |
|
|
2020
Q2 | $333K | Sell |
8,584
-1,264
| -13% | -$49K | 0.3% | 39 |
|
|
2020
Q1 | $328K | Buy |
9,848
+2,923
| +42% | +$97.4K | 0.3% | 33 |
|
|
2019
Q4 | $305K | Buy |
+6,925
| New | +$305K | 0.16% | 39 |
|