Fingerlakes Wealth 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 | $670K | Buy |
11,758
+3,829
| +48% | +$218K | 0.5% | 46 |
|
2025
Q1 | $403K | Buy |
7,929
+3,200
| +68% | +$163K | 0.34% | 63 |
|
2024
Q4 | $226K | Sell |
4,729
-127
| -3% | -$6.07K | 0.18% | 82 |
|
2024
Q3 | $256K | Sell |
4,856
-650
| -12% | -$34.3K | 0.21% | 79 |
|
2024
Q2 | $272K | Buy |
5,506
+48
| +0.9% | +$2.37K | 0.24% | 77 |
|
2024
Q1 | $274K | Buy |
5,458
+177
| +3% | +$8.88K | 0.26% | 77 |
|
2023
Q4 | $253K | Buy |
5,281
+65
| +1% | +$3.11K | 0.27% | 78 |
|
2023
Q3 | $228K | Buy |
5,216
+49
| +0.9% | +$2.14K | 0.28% | 77 |
|
2023
Q2 | $239K | Buy |
5,167
+123
| +2% | +$5.68K | 0.27% | 81 |
|
2023
Q1 | $228K | Buy |
+5,044
| New | +$228K | 0.28% | 83 |
|
2022
Q3 | – | Sell |
-5,610
| Closed | -$229K | – | 90 |
|
2022
Q2 | $229K | Buy |
5,610
+70
| +1% | +$2.86K | 0.31% | 82 |
|
2022
Q1 | $266K | Buy |
5,540
+10
| +0.2% | +$480 | 0.31% | 82 |
|
2021
Q4 | $281K | Buy |
+5,530
| New | +$281K | 0.32% | 81 |
|