Elevation 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 | $3.19M | Sell |
55,960
-362
| -0.6% | -$20.6K | 1.26% | 19 |
|
|
2025
Q1 | $2.86M | Buy |
56,322
+206
| +0.4% | +$10.5K | 1.24% | 18 |
|
|
2024
Q4 | $2.68M | Buy |
56,116
+54,176
| +2,793% | +$2.59M | 1.13% | 21 |
|
|
2024
Q3 | $102K | Sell |
1,940
-79
| -4% | -$4.17K | 0.04% | 163 |
|
|
2024
Q2 | $99.8K | Buy |
2,019
+20
| +1% | +$988 | 0.05% | 161 |
|
|
2024
Q1 | $100K | Sell |
1,999
-34
| -2% | -$1.71K | 0.05% | 162 |
|
|
2023
Q4 | $88.9K | Hold |
2,033
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $88.9K | Sell |
2,033
-291
| -13% | -$12.7K | 0.08% | 103 |
|
|
2023
Q2 | $107K | Sell |
2,324
-1,219
| -34% | -$56.3K | 0.09% | 95 |
|
|
2023
Q1 | $160K | Buy |
+3,543
| New | +$160K | 0.15% | 69 |
|