Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$437K | – | 150 |
|
|
2023
Q3 | $437K | Hold |
10,000
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $462K | Hold |
10,000
| – | – | 0.05% | 107 |
|
|
2023
Q1 | $452K | Sell |
10,000
-19
| -0.2% | -$858 | 0.05% | 108 |
|
|
2022
Q4 | $420K | Buy |
10,019
+19
| +0.2% | +$797 | 0.05% | 108 |
|
|
2022
Q3 | $364K | Hold |
10,000
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $408K | Buy |
+10,000
| New | +$408K | 0.05% | 106 |
|