FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $426K | Buy |
8,648
+309
| +4% | +$15.2K | 0.15% | 122 |
|
|
2023
Q4 | $399K | Buy |
8,339
+4
| +0% | +$192 | 0.15% | 120 |
|
|
2023
Q3 | $364K | Buy |
8,335
+90
| +1% | +$3.94K | 0.16% | 111 |
|
|
2023
Q2 | $381K | Sell |
8,245
-1,179
| -13% | -$54.4K | 0.16% | 105 |
|
|
2023
Q1 | $426K | Sell |
9,424
-149
| -2% | -$6.73K | 0.21% | 90 |
|
|
2022
Q4 | $402K | Buy |
9,573
+1,397
| +17% | +$58.6K | 0.22% | 85 |
|
|
2022
Q3 | $297K | Sell |
8,176
-5,052
| -38% | -$184K | 0.2% | 94 |
|
|
2022
Q2 | $540K | Buy |
13,228
+7,537
| +132% | +$308K | 0.36% | 50 |
|
|
2022
Q1 | $273K | Sell |
5,691
-2,037
| -26% | -$97.7K | 0.21% | 104 |
|
|
2021
Q4 | $395K | Buy |
+7,728
| New | +$395K | 0.25% | 73 |
|