Elmwood 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 | $8.08M | Buy |
141,754
+860
| +0.6% | +$49K | 3.2% | 2 |
|
|
2025
Q1 | $7.16M | Sell |
140,894
-574
| -0.4% | -$29.2K | 2.94% | 2 |
|
|
2024
Q4 | $6.77M | Sell |
141,468
-1,018
| -0.7% | -$48.7K | 2.73% | 3 |
|
|
2024
Q3 | $7.52M | Buy |
142,486
+8,392
| +6% | +$443K | 3.1% | 2 |
|
|
2024
Q2 | $6.63M | Buy |
134,094
+11,635
| +10% | +$575K | 2.95% | 4 |
|
|
2024
Q1 | $6.14M | Buy |
122,459
+72,444
| +145% | +$3.63M | 2.63% | 7 |
|
|
2023
Q4 | $2.4M | Sell |
50,015
-64,882
| -56% | -$3.11M | 1.68% | 17 |
|
|
2023
Q3 | $5.02M | Buy |
114,897
+1,608
| +1% | +$70.3K | 2.42% | 10 |
|
|
2023
Q2 | $5.23M | Sell |
113,289
-2,551
| -2% | -$118K | 2.44% | 8 |
|
|
2023
Q1 | $5.23M | Buy |
115,840
+2,153
| +2% | +$97.3K | 2.47% | 7 |
|
|
2022
Q4 | $4.77M | Buy |
113,687
+37
| +0% | +$1.55K | 2.38% | 4 |
|
|
2022
Q3 | $4.13M | Buy |
113,650
+550
| +0.5% | +$20K | 2.06% | 5 |
|
|
2022
Q2 | $4.61M | Buy |
113,100
+402
| +0.4% | +$16.4K | 2.62% | 3 |
|
|
2022
Q1 | $5.41M | Buy |
112,698
+8,050
| +8% | +$387K | 2.77% | 4 |
|
|
2021
Q4 | $5.34M | Buy |
+104,648
| New | +$5.34M | 2.55% | 5 |
|
|
2021
Q2 | $5.1M | Buy |
98,893
+1,730
| +2% | +$89.1K | 2.69% | 6 |
|
|
2021
Q1 | $4.77M | Buy |
+97,163
| New | +$4.77M | 2.91% | 5 |
|
|
2020
Q3 | $3.69M | Hold |
95,156
| – | – | 2.99% | 5 |
|
|
2020
Q2 | $3.69M | Buy |
95,156
+93,522
| +5,724% | +$3.63M | 2.99% | 5 |
|
|
2020
Q1 | $72.3K | Buy |
+1,634
| New | +$72.3K | 0.07% | 112 |
|
|
2019
Q4 | – | Sell |
-436
| Closed | -$18K | – | 237 |
|
|
2019
Q3 | $18K | Sell |
436
-903
| -67% | -$37.3K | 0.02% | 151 |
|
|
2019
Q2 | $56K | Sell |
1,339
-295
| -18% | -$12.3K | 0.05% | 123 |
|
|
2019
Q1 | $67K | Hold |
1,634
| – | – | 0.06% | 115 |
|
|
2018
Q4 | $61K | Hold |
1,634
| – | – | 0.06% | 121 |
|
|
2018
Q3 | $70.7K | Hold |
1,634
| – | – | 0.06% | 123 |
|
|
2018
Q2 | $70.1K | Hold |
1,634
| – | – | 0.06% | 116 |
|
|
2018
Q1 | $72.3K | Buy |
+1,634
| New | +$72.3K | 0.07% | 112 |
|