DHK Financial Advisors’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
Q2 | – | Sell |
-186,584
| Closed | -$9.36M | – | 97 |
|
|
2024
Q1 | $9.36M | Sell |
186,584
-723
| -0.4% | -$36.3K | 6.63% | 3 |
|
|
2023
Q4 | $8.97M | Buy |
187,307
+436
| +0.2% | +$20.9K | 6.73% | 3 |
|
|
2023
Q3 | $8.17M | Buy |
186,871
+143
| +0.1% | +$6.25K | 7.28% | 3 |
|
|
2023
Q2 | $8.62M | Sell |
186,728
-3,254
| -2% | -$150K | 7.34% | 3 |
|
|
2023
Q1 | $8.58M | Buy |
189,982
+11,214
| +6% | +$507K | 10.66% | 2 |
|
|
2022
Q4 | $7.5M | Sell |
178,768
-7,100
| -4% | -$298K | 10.43% | 2 |
|
|
2022
Q3 | $6.76M | Buy |
+185,868
| New | +$6.76M | 11.09% | 3 |
|