CA
Crewe 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 | $1.71M | Buy |
30,036
+779
| +3% | +$44.4K | 0.24% | 48 |
|
|
2025
Q1 | $1.49M | Hold |
29,257
| – | – | 0.21% | 45 |
|
|
2024
Q4 | $1.4M | Buy |
29,257
+230
| +0.8% | +$11K | 0.19% | 47 |
|
|
2024
Q3 | $1.53M | Sell |
29,027
-30
| -0.1% | -$1.58K | 0.18% | 46 |
|
|
2024
Q2 | $1.44M | Buy |
29,057
+535
| +2% | +$26.4K | 0.16% | 56 |
|
|
2024
Q1 | $1.43M | Buy |
28,522
+995
| +4% | +$49.9K | 0.17% | 54 |
|
|
2023
Q4 | $1.32M | Sell |
27,527
-1,825
| -6% | -$87.4K | 0.21% | 34 |
|
|
2023
Q3 | $1.28M | Hold |
29,352
| – | – | 0.22% | 33 |
|
|
2023
Q2 | $1.36M | Sell |
29,352
-2,294
| -7% | -$106K | 0.19% | 46 |
|
|
2023
Q1 | $1.43M | Sell |
31,646
-311
| -1% | -$14K | 0.21% | 45 |
|
|
2022
Q4 | $1.34M | Sell |
31,957
-24,329
| -43% | -$1.02M | 0.21% | 45 |
|
|
2022
Q3 | $2.05M | Sell |
56,286
-15,795
| -22% | -$574K | 0.37% | 30 |
|
|
2022
Q2 | $2.94M | Buy |
72,081
+3,015
| +4% | +$123K | 0.65% | 18 |
|
|
2022
Q1 | $3.32M | Buy |
69,066
+5,210
| +8% | +$250K | 0.65% | 18 |
|
|
2021
Q4 | $3.26M | Buy |
63,856
+24,450
| +62% | +$1.25M | 0.66% | 18 |
|
|
2021
Q3 | $1.99M | Buy |
39,406
+2,473
| +7% | +$125K | 0.47% | 19 |
|
|
2021
Q2 | $1.9M | Buy |
36,933
+2,570
| +7% | +$132K | 0.47% | 19 |
|
|
2021
Q1 | $1.69M | Buy |
34,363
+799
| +2% | +$39.2K | 0.42% | 21 |
|
|
2020
Q4 | $1.59M | Buy |
33,564
+1,182
| +4% | +$55.8K | 0.63% | 20 |
|
|
2020
Q3 | $1.32M | Buy |
32,382
+2,673
| +9% | +$109K | 0.62% | 18 |
|
|
2020
Q2 | $1.15M | Sell |
29,709
-62,955
| -68% | -$2.44M | 0.56% | 18 |
|
|
2020
Q1 | $3.09M | Sell |
92,664
-8,582
| -8% | -$286K | 1.84% | 10 |
|
|
2019
Q4 | $4.46M | Buy |
101,246
+5,754
| +6% | +$254K | 1.95% | 10 |
|
|
2019
Q3 | $3.92M | Sell |
95,492
-6,427
| -6% | -$264K | 1.8% | 10 |
|
|
2019
Q2 | $4.25M | Buy |
101,919
+2,162
| +2% | +$90.2K | 1.38% | 9 |
|
|
2019
Q1 | $4.08M | Sell |
99,757
-460
| -0.5% | -$18.8K | 1.28% | 8 |
|
|
2018
Q4 | $3.72M | Buy |
100,217
+99,871
| +28,864% | +$3.71M | 1.18% | 8 |
|
|
2018
Q3 | $15K | Hold |
346
| – | – | 0.01% | 185 |
|
|
2018
Q2 | $15K | Sell |
346
-805
| -70% | -$34.9K | 0.01% | 195 |
|
|
2018
Q1 | $51K | Hold |
1,151
| – | – | 0.05% | 114 |
|
|
2017
Q4 | $52K | Buy |
+1,151
| New | +$52K | 0.05% | 114 |
|