Exencial Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
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|
2025
Q1 | $21.2M | Buy |
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|
2024
Q4 | $19.3M | Sell |
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|
2024
Q3 | $21.4M | Sell |
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|
2024
Q2 | $20.2M | Buy |
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|
2024
Q1 | $8.21M | Sell |
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|
2023
Q4 | $8.97M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $924K | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $923K | Sell |
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|
2020
Q1 | $924K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $987K | Buy |
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|
2019
Q2 | $830K | Sell |
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|
2019
Q1 | $824K | Buy |
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|
2018
Q4 | $748K | Sell |
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|
2018
Q3 | $890K | Sell |
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|
2018
Q2 | $991K | Buy |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $983K | Buy |
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|
2017
Q3 | $949K | Buy |
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|
2017
Q2 | $796K | Buy |
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|
2017
Q1 | $742K | Buy |
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|
2016
Q4 | $646K | Sell |
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|
2016
Q3 | $1.64M | Sell |
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|
2016
Q2 | $1.65M | Buy |
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $1.77M | Buy |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.16M | Buy |
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|
2014
Q4 | $1.93M | Sell |
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|
2014
Q3 | $2.16M | Buy |
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|
2014
Q2 | $2.31M | Buy |
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|
2014
Q1 | $2.21M | Buy |
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|
2013
Q4 | $2.22M | Hold |
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|
2013
Q3 | $2.16M | Sell |
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|
2013
Q2 | $2.1M | Buy |
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