Concord Wealth Partners’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 | $126K | Buy |
2,211
+57
| +3% | +$3.25K | 0.02% | 248 |
|
|
2025
Q1 | $109K | Sell |
2,154
-845
| -28% | -$43K | 0.02% | 237 |
|
|
2024
Q4 | $143K | Sell |
2,999
-689
| -19% | -$32.9K | 0.02% | 218 |
|
|
2024
Q3 | $195K | Buy |
3,688
+237
| +7% | +$12.5K | 0.03% | 205 |
|
|
2024
Q2 | $171K | Buy |
3,451
+1
| +0% | +$49 | 0.03% | 206 |
|
|
2024
Q1 | $173K | Buy |
3,450
+3,420
| +11,400% | +$172K | 0.03% | 220 |
|
|
2023
Q4 | $1.45K | Hold |
30
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $1.31K | Hold |
30
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $1.37K | Sell |
30
-1,138
| -97% | -$52K | ﹤0.01% | 915 |
|
|
2023
Q1 | $52.8K | Sell |
1,168
-4
| -0.3% | -$181 | 0.02% | 337 |
|
|
2022
Q4 | $49.2K | Buy |
+1,172
| New | +$49.2K | 0.01% | 379 |
|
|
2022
Q3 | – | Sell |
-2,364
| Closed | -$96K | – | 1105 |
|
|
2022
Q2 | $96K | Sell |
2,364
-2,713
| -53% | -$110K | 0.03% | 268 |
|
|
2022
Q1 | $244K | Buy |
5,077
+4,432
| +687% | +$213K | 0.06% | 156 |
|
|
2021
Q4 | $33K | Buy |
645
+443
| +219% | +$22.7K | 0.01% | 536 |
|
|
2021
Q3 | $10K | Sell |
202
-41
| -17% | -$2.03K | ﹤0.01% | 473 |
|
|
2021
Q2 | $13K | Sell |
243
-469
| -66% | -$25.1K | ﹤0.01% | 582 |
|
|
2021
Q1 | $35K | Sell |
712
-2,178
| -75% | -$107K | 0.01% | 390 |
|
|
2020
Q4 | $136K | Buy |
+2,890
| New | +$136K | 0.1% | 107 |
|