Everhart Financial 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 | $1.76M | Buy |
30,953
+2,081
| +7% | +$119K | 0.2% | 68 |
|
2025
Q1 | $1.47M | Buy |
28,872
+4,229
| +17% | +$215K | 0.2% | 71 |
|
2024
Q4 | $1.18M | Sell |
24,643
-856
| -3% | -$40.9K | 0.24% | 85 |
|
2024
Q3 | $1.35M | Sell |
25,499
-3,955
| -13% | -$209K | 0.3% | 62 |
|
2024
Q2 | $1.42M | Buy |
29,454
+3,263
| +12% | +$157K | 0.37% | 48 |
|
2024
Q1 | $1.31M | Sell |
26,191
-82
| -0.3% | -$4.11K | 0.38% | 47 |
|
2023
Q4 | $1.26M | Sell |
26,273
-2,656
| -9% | -$127K | 0.45% | 45 |
|
2023
Q3 | $1.26M | Sell |
28,929
-3,757
| -11% | -$164K | 0.54% | 41 |
|
2023
Q2 | $1.4M | Buy |
32,686
+6,603
| +25% | +$283K | 0.58% | 39 |
|
2023
Q1 | $1.18M | Sell |
26,083
-66
| -0.3% | -$2.98K | 0.53% | 38 |
|
2022
Q4 | $1.1M | Sell |
26,149
-15,619
| -37% | -$656K | 0.55% | 38 |
|
2022
Q3 | $1.52M | Buy |
41,768
+2,089
| +5% | +$75.9K | 0.84% | 23 |
|
2022
Q2 | $1.62M | Sell |
39,679
-3,468
| -8% | -$142K | 0.98% | 23 |
|
2022
Q1 | $2.07M | Buy |
43,147
+1,350
| +3% | +$64.8K | 1.2% | 22 |
|
2021
Q4 | $2.13M | Buy |
41,797
+5,384
| +15% | +$275K | 1.29% | 22 |
|
2021
Q3 | $1.84M | Buy |
36,413
+9,120
| +33% | +$461K | 1.26% | 23 |
|
2021
Q2 | $1.41M | Sell |
27,293
-4,124
| -13% | -$212K | 0.97% | 29 |
|
2021
Q1 | $1.54M | Sell |
31,417
-198
| -0.6% | -$9.72K | 1.35% | 20 |
|
2020
Q4 | $1.49M | Buy |
+31,615
| New | +$1.49M | 1.38% | 20 |
|