Crestmont Private Wealth’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
$14M Buy
246,364
+934
+0.4% +$53.2K 5.08% 6
2025
Q1
$12.5M Buy
245,430
+3,382
+1% +$172K 5.4% 5
2024
Q4
$11.6M Buy
242,048
+9,970
+4% +$477K 5.21% 4
2024
Q3
$12.3M Buy
232,078
+3,262
+1% +$172K 5.36% 4
2024
Q2
$11.3M Sell
228,816
-12,714
-5% -$628K 5.45% 4
2024
Q1
$12.1M Sell
241,530
-16,726
-6% -$839K 6.01% 5
2023
Q4
$12.4M Buy
258,256
+7,374
+3% +$353K 6.29% 5
2023
Q3
$11M Buy
250,882
+5,186
+2% +$227K 6.71% 5
2023
Q2
$11.3M Buy
245,696
+13,513
+6% +$624K 6.65% 5
2023
Q1
$10.5M Sell
232,183
-4,181
-2% -$189K 6.86% 5
2022
Q4
$9.92M Sell
236,364
-3,853
-2% -$162K 6.79% 5
2022
Q3
$8.73M Buy
+240,217
New +$8.73M 6.62% 5