Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.5M | Sell |
454,263
-7,570
| -2% | -$275K | 5.44% | 5 |
|
|
2022
Q2 | $18.8M | Buy |
461,833
+21,962
| +5% | +$896K | 5.67% | 4 |
|
|
2022
Q1 | $21.1M | Buy |
439,871
+8,687
| +2% | +$417K | 5.48% | 4 |
|
|
2021
Q4 | $22M | Buy |
431,184
+4,774
| +1% | +$244K | 5.55% | 4 |
|
|
2021
Q3 | $21.5M | Buy |
426,410
+1,287
| +0.3% | +$65K | 5.78% | 4 |
|
|
2021
Q2 | $21.9M | Sell |
425,123
-462
| -0.1% | -$23.8K | 5.78% | 4 |
|
|
2021
Q1 | $20.9M | Buy |
425,585
+42,460
| +11% | +$2.09M | 5.84% | 4 |
|
|
2020
Q4 | $18.1M | Buy |
383,125
+13,173
| +4% | +$622K | 5.34% | 5 |
|
|
2020
Q3 | $15.1M | Buy |
369,952
+89,295
| +32% | +$3.65M | 5.08% | 4 |
|
|
2020
Q2 | $10.9M | Buy |
280,657
+85,702
| +44% | +$3.32M | 4.11% | 8 |
|
|
2020
Q1 | $6.5M | Sell |
194,955
-15,197
| -7% | -$507K | 3.2% | 8 |
|
|
2019
Q4 | $9.26M | Buy |
210,152
+3,369
| +2% | +$148K | 3.78% | 8 |
|
|
2019
Q3 | $8.5M | Buy |
206,783
+864
| +0.4% | +$35.5K | 3.75% | 8 |
|
|
2019
Q2 | $8.59M | Buy |
205,919
+4,685
| +2% | +$195K | 3.75% | 8 |
|
|
2019
Q1 | $8.23M | Buy |
201,234
+1,539
| +0.8% | +$62.9K | 3.59% | 7 |
|
|
2018
Q4 | $7.41M | Buy |
199,695
+29,205
| +17% | +$1.08M | 3.63% | 8 |
|
|
2018
Q3 | $7.38M | Buy |
170,490
+1,735
| +1% | +$75.1K | 3.13% | 10 |
|
|
2018
Q2 | $7.24M | Buy |
168,755
+9,740
| +6% | +$418K | 3.06% | 10 |
|
|
2018
Q1 | $7.04M | Buy |
159,015
+9,110
| +6% | +$403K | 3.03% | 11 |
|
|
2017
Q4 | $6.73M | Buy |
149,905
+6,100
| +4% | +$274K | 2.88% | 11 |
|
|
2017
Q3 | $6.24M | Buy |
143,805
+295
| +0.2% | +$12.8K | 2.8% | 11 |
|
|
2017
Q2 | $5.93M | Sell |
143,510
-1,900
| -1% | -$78.5K | 2.73% | 12 |
|
|
2017
Q1 | $5.72M | Buy |
145,410
+2,620
| +2% | +$103K | 2.51% | 13 |
|
|
2016
Q4 | $5.22M | Buy |
142,790
+33,235
| +30% | +$1.21M | 2.32% | 13 |
|
|
2016
Q3 | $4.1M | Hold |
109,555
| – | – | 1.87% | 15 |
|
|
2016
Q2 | $3.87M | Buy |
109,555
+10,175
| +10% | +$360K | 1.79% | 16 |
|
|
2016
Q1 | $3.57M | Buy |
99,380
+92,680
| +1,383% | +$3.33M | 1.55% | 17 |
|
|
2015
Q4 | $246K | Hold |
6,700
| – | – | 0.11% | 31 |
|
|
2015
Q3 | $239K | Buy |
+6,700
| New | +$239K | 0.11% | 30 |
|