FSB Premier 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 | $8.21M | Sell |
143,942
-7,653
| -5% | -$436K | 2.93% | 3 |
|
|
2025
Q1 | $7.71M | Sell |
151,595
-8,945
| -6% | -$455K | 3.01% | 3 |
|
|
2024
Q4 | $7.68M | Sell |
160,540
-3,141
| -2% | -$150K | 3.08% | 4 |
|
|
2024
Q3 | $8.64M | Sell |
163,681
-2,760
| -2% | -$146K | 3.54% | 3 |
|
|
2024
Q2 | $8.23M | Sell |
166,441
-6,679
| -4% | -$330K | 3.71% | 4 |
|
|
2024
Q1 | $8.69M | Buy |
173,120
+4,265
| +3% | +$214K | 4.04% | 5 |
|
|
2023
Q4 | $8.09M | Sell |
168,855
-2,926
| -2% | -$140K | 4.05% | 5 |
|
|
2023
Q3 | $7.51M | Buy |
171,781
+593
| +0.3% | +$25.9K | 4.18% | 5 |
|
|
2023
Q2 | $7.91M | Sell |
171,188
-9,227
| -5% | -$426K | 4.29% | 5 |
|
|
2023
Q1 | $8.15M | Sell |
180,415
-11,359
| -6% | -$513K | 4.53% | 4 |
|
|
2022
Q4 | $8.05M | Sell |
191,774
-17,310
| -8% | -$726K | 4.41% | 4 |
|
|
2022
Q3 | $7.6M | Sell |
209,084
-7,952
| -4% | -$289K | 4.44% | 4 |
|
|
2022
Q2 | $8.86M | Sell |
217,036
-4,843
| -2% | -$198K | 4.91% | 2 |
|
|
2022
Q1 | $10.1M | Sell |
221,879
-1,012
| -0.5% | -$45.9K | 5.04% | 2 |
|
|
2021
Q4 | $11.4M | Sell |
222,891
-3,894
| -2% | -$199K | 4.75% | 2 |
|
|
2021
Q3 | $11.5M | Buy |
226,785
+8,616
| +4% | +$435K | 5.73% | 2 |
|
|
2021
Q2 | $11.2M | Sell |
218,169
-8,096
| -4% | -$417K | 5.75% | 2 |
|
|
2021
Q1 | $11.1M | Buy |
226,265
+4,984
| +2% | +$245K | 5.99% | 2 |
|
|
2020
Q4 | $10.4M | Buy |
+221,281
| New | +$10.4M | 5.59% | 3 |
|