Curi RMB Capital’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 | $6.09M | Buy |
106,861
+33,242
| +45% | +$1.9M | 0.12% | 193 |
|
2025
Q1 | $3.74M | Sell |
73,619
-37,935
| -34% | -$1.93M | 0.09% | 214 |
|
2024
Q4 | $5.33M | Sell |
111,554
-8,189
| -7% | -$392K | 0.12% | 185 |
|
2024
Q3 | $6.32M | Buy |
119,743
+789
| +0.7% | +$41.7K | 0.14% | 169 |
|
2024
Q2 | $5.88M | Sell |
118,954
-1,558
| -1% | -$77K | 0.14% | 171 |
|
2024
Q1 | $6.05M | Buy |
120,512
+5,207
| +5% | +$261K | 0.14% | 172 |
|
2023
Q4 | $5.52M | Buy |
115,305
+2,874
| +3% | +$138K | 0.17% | 149 |
|
2023
Q3 | $4.92M | Buy |
112,431
+493
| +0.4% | +$21.6K | 0.17% | 138 |
|
2023
Q2 | $5.17M | Buy |
111,938
+13,010
| +13% | +$601K | 0.17% | 132 |
|
2023
Q1 | $4.47M | Sell |
98,928
-2,937
| -3% | -$133K | 0.16% | 144 |
|
2022
Q4 | $4.28M | Sell |
101,865
-1,698
| -2% | -$71.3K | 0.15% | 147 |
|
2022
Q3 | $3.77M | Sell |
103,563
-20,456
| -16% | -$744K | 0.14% | 157 |
|
2022
Q2 | $5.06M | Sell |
124,019
-5,554
| -4% | -$227K | 0.17% | 130 |
|
2022
Q1 | $6.22M | Buy |
129,573
+4,029
| +3% | +$194K | 0.2% | 121 |
|
2021
Q4 | $6.41M | Buy |
125,544
+10,258
| +9% | +$524K | 0.19% | 122 |
|
2021
Q3 | $5.82M | Sell |
115,286
-1,275
| -1% | -$64.4K | 0.19% | 119 |
|
2021
Q2 | $6.01M | Sell |
116,561
-30
| -0% | -$1.55K | 0.2% | 116 |
|
2021
Q1 | $5.73M | Buy |
116,591
+20,362
| +21% | +$1M | 0.21% | 115 |
|
2020
Q4 | $4.54M | Buy |
96,229
+1,110
| +1% | +$52.4K | 0.17% | 133 |
|
2020
Q3 | $3.89M | Sell |
95,119
-95
| -0.1% | -$3.89K | 0.17% | 130 |
|
2020
Q2 | $3.69M | Sell |
95,214
-40,375
| -30% | -$1.57M | 0.16% | 130 |
|
2020
Q1 | $4.52M | Sell |
135,589
-18,480
| -12% | -$616K | 0.21% | 110 |
|
2019
Q4 | $6.79M | Sell |
154,069
-5,910
| -4% | -$260K | 0.19% | 118 |
|
2019
Q3 | $6.57M | Buy |
159,979
+4,347
| +3% | +$179K | 0.17% | 118 |
|
2019
Q2 | $6.49M | Sell |
155,632
-6,074
| -4% | -$253K | 0.16% | 125 |
|
2019
Q1 | $6.61M | Buy |
161,706
+24,222
| +18% | +$990K | 0.17% | 123 |
|
2018
Q4 | $5.1M | Buy |
137,484
+16,613
| +14% | +$616K | 0.13% | 157 |
|
2018
Q3 | $5.23M | Hold |
120,871
| – | – | 0.13% | 171 |
|
2018
Q2 | $5.19M | Buy |
120,871
+3,363
| +3% | +$144K | 0.12% | 175 |
|
2018
Q1 | $5.2M | Buy |
117,508
+8,870
| +8% | +$393K | 0.13% | 190 |
|
2017
Q4 | $4.87M | Buy |
108,638
+64,062
| +144% | +$2.87M | 0.13% | 204 |
|
2017
Q3 | $1.94M | Buy |
44,576
+79
| +0.2% | +$3.43K | 0.05% | 329 |
|
2017
Q2 | $1.84M | Hold |
44,497
| – | – | 0.05% | 352 |
|
2017
Q1 | $1.75M | Hold |
44,497
| – | – | 0.07% | 211 |
|
2016
Q4 | $1.63M | Hold |
44,497
| – | – | 0.09% | 174 |
|
2016
Q3 | $1.67M | Hold |
44,497
| – | – | 0.09% | 175 |
|
2016
Q2 | $1.57M | Hold |
44,497
| – | – | 0.08% | 171 |
|
2016
Q1 | $1.6M | Buy |
44,497
+605
| +1% | +$21.7K | 0.1% | 174 |
|
2015
Q4 | $1.61M | Hold |
43,892
| – | – | 0.07% | 188 |
|
2015
Q3 | $1.56M | Hold |
43,892
| – | – | 0.1% | 190 |
|
2015
Q2 | $1.74M | Hold |
43,892
| – | – | 0.11% | 180 |
|
2015
Q1 | $1.75M | Hold |
43,892
| – | – | 0.11% | 173 |
|
2014
Q4 | $1.66M | Hold |
43,892
| – | – | 0.1% | 179 |
|
2014
Q3 | $1.75M | Hold |
43,892
| – | – | 0.11% | 198 |
|
2014
Q2 | $1.87M | Hold |
43,892
| – | – | 0.12% | 190 |
|
2014
Q1 | $1.81M | Buy |
43,892
+38,597
| +729% | +$1.59M | 0.12% | 186 |
|
2013
Q4 | $221K | Buy |
+5,295
| New | +$221K | 0.02% | 334 |
|