Forthright Family Wealth Advisory’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 | $873K | Sell |
15,320
-7,153
| -32% | -$408K | 0.55% | 27 |
|
|
2025
Q1 | $1.14M | Sell |
22,473
-4,690
| -17% | -$238K | 0.75% | 26 |
|
|
2024
Q4 | $1.3M | Sell |
27,163
-1,222
| -4% | -$58.4K | 0.84% | 24 |
|
|
2024
Q3 | $1.44M | Sell |
28,385
-1,608
| -5% | -$81.6K | 0.93% | 22 |
|
|
2024
Q2 | $1.48M | Buy |
29,993
+749
| +3% | +$37K | 0.96% | 25 |
|
|
2024
Q1 | $1.47M | Buy |
29,244
+3,211
| +12% | +$161K | 0.98% | 24 |
|
|
2023
Q4 | $1.25M | Buy |
+26,033
| New | +$1.25M | 0.98% | 23 |
|