Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.33M | Buy |
256,714
+4,223
| +2% | +$154K | 0.8% | 49 |
|
|
2022
Q2 | $10.3M | Sell |
252,491
-19,074
| -7% | -$778K | 0.83% | 50 |
|
|
2022
Q1 | $13M | Buy |
271,565
+20,318
| +8% | +$976K | 0.94% | 43 |
|
|
2021
Q4 | $12.8M | Buy |
251,247
+20,984
| +9% | +$1.07M | 0.92% | 42 |
|
|
2021
Q3 | $11.6M | Buy |
230,263
+44,208
| +24% | +$2.23M | 0.92% | 43 |
|
|
2021
Q2 | $9.59M | Buy |
186,055
+48,459
| +35% | +$2.5M | 0.8% | 51 |
|
|
2021
Q1 | $6.76M | Buy |
137,596
+30,769
| +29% | +$1.51M | 0.65% | 54 |
|
|
2020
Q4 | $5.04M | Buy |
106,827
+7,923
| +8% | +$374K | 0.51% | 54 |
|
|
2020
Q3 | $4.05M | Buy |
98,904
+15,843
| +19% | +$648K | 0.47% | 55 |
|
|
2020
Q2 | $3.22M | Buy |
83,061
+10,590
| +15% | +$411K | 0.42% | 51 |
|
|
2020
Q1 | $2.42M | Buy |
72,471
+9,076
| +14% | +$303K | 0.38% | 48 |
|
|
2019
Q4 | $2.79M | Buy |
63,395
+9,526
| +18% | +$420K | 0.35% | 53 |
|
|
2019
Q3 | $2.21M | Buy |
53,869
+4,785
| +10% | +$197K | 0.31% | 54 |
|
|
2019
Q2 | $2.05M | Sell |
49,084
-1,045
| -2% | -$43.6K | 0.28% | 56 |
|
|
2019
Q1 | $2.06M | Buy |
50,129
+32,437
| +183% | +$1.33M | 0.3% | 53 |
|
|
2018
Q4 | $656K | Sell |
17,692
-3,989
| -18% | -$148K | 0.11% | 83 |
|
|
2018
Q3 | $938K | Buy |
21,681
+1,860
| +9% | +$80.5K | 0.15% | 75 |
|
|
2018
Q2 | $850K | Buy |
19,821
+8,264
| +72% | +$354K | 0.14% | 79 |
|
|
2018
Q1 | $511K | Buy |
11,557
+1,791
| +18% | +$79.2K | 0.09% | 98 |
|
|
2017
Q4 | $438K | Buy |
9,766
+1,542
| +19% | +$69.2K | 0.07% | 109 |
|
|
2017
Q3 | $357K | Buy |
8,224
+1,315
| +19% | +$57.1K | 0.06% | 106 |
|
|
2017
Q2 | $285K | Buy |
6,909
+641
| +10% | +$26.4K | 0.05% | 116 |
|
|
2017
Q1 | $246K | Buy |
+6,268
| New | +$246K | 0.05% | 121 |
|