Financial Advocates Investment Management’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 | $3.9M | Buy |
68,420
+7,117
| +12% | +$406K | 0.32% | 74 |
|
2025
Q1 | $3.12M | Sell |
61,303
-13,915
| -18% | -$707K | 0.22% | 107 |
|
2024
Q4 | $3.6M | Buy |
75,218
+9,543
| +15% | +$456K | 0.2% | 107 |
|
2024
Q3 | $3.47M | Sell |
65,675
-2,085
| -3% | -$110K | 0.2% | 114 |
|
2024
Q2 | $3.35M | Sell |
67,760
-2,671
| -4% | -$132K | 0.21% | 107 |
|
2024
Q1 | $3.53M | Sell |
70,431
-1,736
| -2% | -$87.1K | 0.2% | 114 |
|
2023
Q4 | $3.46M | Buy |
72,167
+4,082
| +6% | +$196K | 0.23% | 106 |
|
2023
Q3 | $2.98M | Buy |
68,085
+11,870
| +21% | +$519K | 0.21% | 118 |
|
2023
Q2 | $2.6M | Sell |
56,215
-29,458
| -34% | -$1.36M | 0.19% | 132 |
|
2023
Q1 | $3.87M | Sell |
85,673
-54,602
| -39% | -$2.47M | 0.28% | 84 |
|
2022
Q4 | $5.89M | Sell |
140,275
-5,577
| -4% | -$234K | 0.44% | 49 |
|
2022
Q3 | $5.32M | Buy |
145,852
+1,231
| +0.9% | +$44.9K | 0.44% | 48 |
|
2022
Q2 | $5.9M | Sell |
144,621
-2,033
| -1% | -$82.9K | 0.48% | 39 |
|
2022
Q1 | $7.04M | Sell |
146,654
-24,773
| -14% | -$1.19M | 0.46% | 45 |
|
2021
Q4 | $8.75M | Buy |
171,427
+4,874
| +3% | +$249K | 0.55% | 26 |
|
2021
Q3 | $8.41M | Buy |
166,553
+2,685
| +2% | +$136K | 0.57% | 26 |
|
2021
Q2 | $8.44M | Buy |
163,868
+4,816
| +3% | +$248K | 0.56% | 27 |
|
2021
Q1 | $8.05M | Buy |
159,052
+34,121
| +27% | +$1.73M | 0.57% | 25 |
|
2020
Q4 | $5.9M | Buy |
124,931
+12,571
| +11% | +$593K | 0.4% | 52 |
|
2020
Q3 | $4.6M | Buy |
112,360
+3,186
| +3% | +$130K | 0.39% | 55 |
|
2020
Q2 | $4.24M | Buy |
109,174
+19,857
| +22% | +$770K | 0.4% | 49 |
|
2020
Q1 | $2.98M | Sell |
89,317
-23,086
| -21% | -$770K | 0.42% | 60 |
|
2019
Q4 | $4.95M | Buy |
112,403
+5,669
| +5% | +$250K | 0.53% | 41 |
|
2019
Q3 | $4.39M | Sell |
106,734
-2,665
| -2% | -$109K | 0.5% | 49 |
|
2019
Q2 | $4.56M | Sell |
109,399
-6,353
| -5% | -$265K | 0.53% | 45 |
|
2019
Q1 | $4.73M | Sell |
115,752
-12,482
| -10% | -$510K | 0.59% | 41 |
|
2018
Q4 | $4.76M | Sell |
128,234
-14,057
| -10% | -$521K | 0.65% | 35 |
|
2018
Q3 | $6.16M | Sell |
142,291
-41,160
| -22% | -$1.78M | 0.69% | 30 |
|
2018
Q2 | $7.79M | Buy |
183,451
+3,302
| +2% | +$140K | 0.94% | 19 |
|
2018
Q1 | $7.97M | Sell |
180,149
-2,375
| -1% | -$105K | 1.04% | 21 |
|
2017
Q4 | $8.19M | Buy |
+182,524
| New | +$8.19M | 1.12% | 18 |
|