Fi3 Financial Advisors’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 | $37.7M | Sell |
661,961
-8,198
| -1% | -$467K | 13.61% | 2 |
|
|
2025
Q1 | $34.1M | Sell |
670,159
-31,091
| -4% | -$1.58M | 13.83% | 2 |
|
|
2024
Q4 | $33.5M | Sell |
701,250
-6,650
| -0.9% | -$318K | 12.56% | 3 |
|
|
2024
Q3 | $37.4M | Buy |
707,900
+26,496
| +4% | +$1.4M | 14.86% | 2 |
|
|
2024
Q2 | $33.7M | Buy |
681,404
+9,397
| +1% | +$464K | 14.82% | 2 |
|
|
2024
Q1 | $33.3M | Buy |
672,007
+38,226
| +6% | +$1.89M | 15.32% | 2 |
|
|
2023
Q4 | $30.4M | Buy |
633,781
+37,162
| +6% | +$1.78M | 14.46% | 3 |
|
|
2023
Q3 | $26.1M | Sell |
596,619
-12,169
| -2% | -$532K | 14.03% | 3 |
|
|
2023
Q2 | $28.1M | Sell |
608,788
-194,116
| -24% | -$8.96M | 14.71% | 2 |
|
|
2023
Q1 | $36.3M | Buy |
802,904
+38,112
| +5% | +$1.72M | 19.35% | 1 |
|
|
2022
Q4 | $32.1M | Buy |
764,792
+299,540
| +64% | +$12.6M | 18.36% | 1 |
|
|
2022
Q3 | $16.9M | Buy |
465,252
+83,993
| +22% | +$3.05M | 15.41% | 1 |
|
|
2022
Q2 | $15.2M | Sell |
381,259
-58,174
| -13% | -$2.33M | 12.59% | 2 |
|
|
2022
Q1 | $21.1M | Sell |
439,433
-36,679
| -8% | -$1.76M | 16.4% | 2 |
|
|
2021
Q4 | $24.3M | Buy |
476,112
+122,735
| +35% | +$6.27M | 15.91% | 1 |
|
|
2021
Q3 | $17.8M | Buy |
353,377
+1,436
| +0.4% | +$72.5K | 11.84% | 3 |
|
|
2021
Q2 | $18.4M | Buy |
351,941
+67,873
| +24% | +$3.56M | 12.65% | 2 |
|
|
2021
Q1 | $14M | Buy |
+284,068
| New | +$14M | 11.99% | 2 |
|