Elwood & Goetz Wealth Advisory Group’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 | $71.2M | Sell |
1,248,261
-10,230
| -0.8% | -$583K | 15.38% | 2 |
|
2025
Q1 | $64M | Buy |
1,258,491
+22,976
| +2% | +$1.17M | 15.63% | 2 |
|
2024
Q4 | $59.1M | Buy |
1,235,515
+63,762
| +5% | +$3.05M | 14.41% | 2 |
|
2024
Q3 | $61.9M | Buy |
1,171,753
+79,248
| +7% | +$4.19M | 15.32% | 2 |
|
2024
Q2 | $54M | Buy |
1,092,505
+42,045
| +4% | +$2.08M | 15.33% | 2 |
|
2024
Q1 | $52.7M | Buy |
1,050,460
+9,083
| +0.9% | +$456K | 12.79% | 2 |
|
2023
Q4 | $49.9M | Buy |
1,041,377
+8,217
| +0.8% | +$394K | 10.54% | 2 |
|
2023
Q3 | $45.2M | Sell |
1,033,160
-42,948
| -4% | -$1.88M | 10.47% | 2 |
|
2023
Q2 | $49.7M | Buy |
1,076,108
+17,548
| +2% | +$810K | 11.32% | 2 |
|
2023
Q1 | $47.8M | Buy |
1,058,560
+61,228
| +6% | +$2.77M | 11.41% | 2 |
|
2022
Q4 | $41.9M | Buy |
997,332
+121,953
| +14% | +$5.12M | 12.76% | 1 |
|
2022
Q3 | $31.8M | Buy |
875,379
+94,142
| +12% | +$3.42M | 10.75% | 1 |
|
2022
Q2 | $31.9M | Sell |
781,237
-1,016
| -0.1% | -$41.5K | 10.65% | 1 |
|
2022
Q1 | $37.6M | Buy |
782,253
+29,878
| +4% | +$1.44M | 11.66% | 1 |
|
2021
Q4 | $38.4M | Buy |
752,375
+29,775
| +4% | +$1.52M | 11.96% | 1 |
|
2021
Q3 | $36.5M | Buy |
722,600
+77,257
| +12% | +$3.9M | 12.59% | 1 |
|
2021
Q2 | $33.2M | Buy |
645,343
+26,832
| +4% | +$1.38M | 12.5% | 2 |
|
2021
Q1 | $30.4M | Buy |
618,511
+36,951
| +6% | +$1.81M | 12.6% | 2 |
|
2020
Q4 | $27.5M | Buy |
581,560
+48,192
| +9% | +$2.28M | 12.54% | 2 |
|
2020
Q3 | $21.8M | Buy |
533,368
+383,452
| +256% | +$15.7M | 11.76% | 2 |
|
2020
Q2 | $5.82M | Buy |
149,916
+42,989
| +40% | +$1.67M | 3.55% | 9 |
|
2020
Q1 | $3.57M | Buy |
106,927
+89,878
| +527% | +$3M | 2.66% | 9 |
|
2019
Q4 | $751K | Sell |
17,049
-119
| -0.7% | -$5.24K | 0.54% | 16 |
|
2019
Q3 | $705K | Hold |
17,168
| – | – | 0.56% | 17 |
|
2019
Q2 | $716K | Buy |
17,168
+4,267
| +33% | +$178K | 0.61% | 17 |
|
2019
Q1 | $527K | Sell |
12,901
-611
| -5% | -$25K | 0.48% | 17 |
|
2018
Q4 | $501K | Buy |
+13,512
| New | +$501K | 0.53% | 18 |
|