Dynasty 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Buy |
+175,878
| New | +$10M | 0.17% | 45 |
|
2025
Q1 | – | Sell |
-182,253
| Closed | -$8.72M | – | 266 |
|
2024
Q4 | $8.72M | Buy |
182,253
+5,679
| +3% | +$272K | 0.15% | 49 |
|
2024
Q3 | $9.32M | Buy |
176,574
+2,113
| +1% | +$112K | 0.28% | 32 |
|
2024
Q2 | $8.62M | Buy |
174,461
+7,608
| +5% | +$376K | 0.25% | 39 |
|
2024
Q1 | $8.37M | Buy |
+166,853
| New | +$8.37M | 0.27% | 35 |
|
2018
Q4 | $209K | Sell |
5,641
-54,677
| -91% | -$2.03M | 27.5% | 2 |
|
2018
Q3 | $2.61M | Sell |
60,318
-8,063
| -12% | -$349K | 3.36% | 7 |
|
2018
Q2 | $2.93M | Buy |
68,381
+5,400
| +9% | +$232K | 6.07% | 4 |
|
2018
Q1 | $2.79M | Sell |
62,981
-9,276
| -13% | -$410K | 1.17% | 3 |
|
2017
Q4 | $3.24M | Buy |
+72,257
| New | +$3.24M | 5.6% | 2 |
|