Cyndeo 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 | $2.24M | Buy |
39,265
+948
| +2% | +$54K | 0.13% | 155 |
|
|
2025
Q1 | $1.95M | Buy |
38,317
+12,390
| +48% | +$630K | 0.13% | 164 |
|
|
2024
Q4 | $1.24M | Buy |
25,927
+58
| +0.2% | +$2.77K | 0.08% | 195 |
|
|
2024
Q3 | $1.37M | Sell |
25,869
-1,160
| -4% | -$61.3K | 0.1% | 186 |
|
|
2024
Q2 | $1.34M | Sell |
27,029
-3,543
| -12% | -$175K | 0.1% | 189 |
|
|
2024
Q1 | $1.53M | Sell |
30,572
-10,887
| -26% | -$546K | 0.13% | 170 |
|
|
2023
Q4 | $1.99M | Sell |
41,459
-27,433
| -40% | -$1.31M | 0.18% | 141 |
|
|
2023
Q3 | $3.01M | Buy |
68,892
+3,666
| +6% | +$160K | 0.31% | 101 |
|
|
2023
Q2 | $3.01M | Buy |
65,226
+2,214
| +4% | +$102K | 0.31% | 100 |
|
|
2023
Q1 | $2.85M | Buy |
63,012
+897
| +1% | +$40.5K | 0.31% | 100 |
|
|
2022
Q4 | $2.61M | Buy |
+62,115
| New | +$2.61M | 0.31% | 108 |
|