Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,292
| Closed | -$301K | – | 146 |
|
|
2023
Q4 | $301K | Buy |
6,292
+1,548
| +33% | +$74.1K | 0.04% | 123 |
|
|
2023
Q3 | $207K | Buy |
+4,744
| New | +$207K | 0.03% | 141 |
|
|
2023
Q2 | – | Sell |
-4,621
| Closed | -$209K | – | 177 |
|
|
2023
Q1 | $209K | Sell |
4,621
-2,134
| -32% | -$96.4K | 0.03% | 158 |
|
|
2022
Q4 | $284K | Buy |
+6,755
| New | +$284K | 0.04% | 152 |
|
|
2022
Q3 | – | Sell |
-166
| Closed | -$7K | – | 669 |
|
|
2022
Q2 | $7K | Buy |
166
+3
| +2% | +$127 | ﹤0.01% | 427 |
|
|
2022
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $8K | Buy |
+163
| New | +$8K | ﹤0.01% | 342 |
|
|
2021
Q1 | – | Sell |
-158
| Closed | -$7K | – | 469 |
|
|
2020
Q4 | $7K | Buy |
+158
| New | +$7K | 0.01% | 292 |
|