Elk River 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
$213K Buy
+3,734
New +$213K 0.04% 96
2024
Q4
Sell
-3,853
Closed -$203K 102
2024
Q3
$203K Buy
+3,853
New +$203K 0.04% 96
2024
Q2
Sell
-4,075
Closed -$204K 98
2024
Q1
$204K Sell
4,075
-10,206
-71% -$512K 0.04% 94
2023
Q4
$684K Buy
14,281
+4,549
+47% +$218K 0.13% 65
2023
Q3
$426K Hold
9,732
0.09% 82
2023
Q2
$450K Sell
9,732
-2,878
-23% -$133K 0.1% 82
2023
Q1
$570K Sell
12,610
-124
-1% -$5.6K 0.13% 68
2022
Q4
$535K Sell
12,734
-5,060
-28% -$212K 0.13% 73
2022
Q3
$647K Buy
17,794
+744
+4% +$27.1K 0.17% 62
2022
Q2
$696K Sell
17,050
-4,045
-19% -$165K 0.18% 63
2022
Q1
$1.01M Buy
21,095
+289
+1% +$13.9K 0.22% 61
2021
Q4
$1.06M Buy
20,806
+291
+1% +$14.9K 0.24% 59
2021
Q3
$1.04M Sell
20,515
-1,847
-8% -$93.3K 0.26% 58
2021
Q2
$1.15M Buy
22,362
+1,170
+6% +$60.3K 0.3% 59
2021
Q1
$1.04M Sell
21,192
-2,111
-9% -$104K 0.3% 60
2020
Q4
$1.1M Buy
+23,303
New +$1.1M 0.36% 59