Fiduciary Wealth Partners’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 | $9.82M | Sell |
172,224
-356,917
| -67% | -$20.3M | 9.25% | 4 |
|
|
2025
Q1 | $26.9M | Buy |
+529,141
| New | +$26.9M | 23.24% | 2 |
|
|
2017
Q3 | $29.7M | Sell |
683,409
-5,711
| -0.8% | -$248K | 39.58% | 1 |
|
|
2017
Q2 | $28.5M | Sell |
689,120
-55,396
| -7% | -$2.29M | 34.84% | 2 |
|
|
2017
Q1 | $29.3M | Sell |
744,516
-9,747
| -1% | -$383K | 29.67% | 2 |
|
|
2016
Q4 | $28.1M | Buy |
754,263
+669
| +0.1% | +$25K | 28.44% | 2 |
|
|
2016
Q3 | $28.2M | Buy |
753,594
+5,148
| +0.7% | +$193K | 28.19% | 2 |
|
|
2016
Q2 | $26.5M | Sell |
748,446
-19,247
| -3% | -$681K | 28.17% | 2 |
|
|
2016
Q1 | $27.5M | Sell |
767,693
-196,030
| -20% | -$7.03M | 28.94% | 2 |
|
|
2015
Q4 | $30.8M | Buy |
+963,723
| New | +$30.8M | 26.88% | 2 |
|