First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $188K | Buy |
4,064
+767
| +23% | +$35.4K | 0.15% | 128 |
|
|
2023
Q1 | $149K | Hold |
3,297
| – | – | 0.12% | 140 |
|
|
2022
Q4 | $138K | Buy |
3,297
+2,322
| +238% | +$97.2K | 0.1% | 148 |
|
|
2022
Q3 | $35K | Sell |
975
-34
| -3% | -$1.22K | 0.03% | 206 |
|
|
2022
Q2 | $41K | Hold |
1,009
| – | – | 0.03% | 206 |
|
|
2022
Q1 | $48K | Sell |
1,009
-79
| -7% | -$3.76K | 0.03% | 219 |
|
|
2021
Q4 | $56K | Hold |
1,088
| – | – | 0.03% | 215 |
|
|
2021
Q3 | $55K | Hold |
1,088
| – | – | 0.04% | 210 |
|
|
2021
Q2 | $56K | Sell |
1,088
-102
| -9% | -$5.25K | 0.04% | 209 |
|
|
2021
Q1 | $58K | Hold |
1,190
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $56K | Hold |
1,190
| – | – | 0.05% | 180 |
|
|
2020
Q3 | $49K | Sell |
1,190
-10
| -0.8% | -$412 | 0.05% | 170 |
|
|
2020
Q2 | $47K | Hold |
1,200
| – | – | 0.05% | 165 |
|
|
2020
Q1 | $40K | Hold |
1,200
| – | – | 0.05% | 163 |
|
|
2019
Q4 | $53K | Hold |
1,200
| – | – | 0.05% | 162 |
|
|
2019
Q3 | $48K | Hold |
1,200
| – | – | 0.05% | 175 |
|
|
2019
Q2 | $49K | Buy |
1,200
+60
| +5% | +$2.45K | 0.05% | 180 |
|
|
2019
Q1 | $47K | Hold |
1,140
| – | – | 0.04% | 183 |
|
|
2018
Q4 | $45K | Buy |
+1,140
| New | +$45K | 0.04% | 185 |
|