HHRDM
H&H Retirement Design & Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,097
| Closed | -$411K | – | 84 |
|
|
2024
Q2 | $411K | Hold |
8,097
| – | – | 0.25% | 61 |
|
|
2024
Q1 | $392K | Sell |
8,097
-3,373
| -29% | -$163K | 0.26% | 60 |
|
|
2023
Q4 | $544K | Sell |
11,470
-87
| -0.8% | -$4.13K | 0.34% | 38 |
|
|
2023
Q3 | $500K | Sell |
11,557
-693
| -6% | -$30K | 0.35% | 32 |
|
|
2023
Q2 | $582K | Buy |
12,250
+144
| +1% | +$6.84K | 0.39% | 32 |
|
|
2023
Q1 | $563K | Sell |
12,106
-88,207
| -88% | -$4.1M | 0.36% | 31 |
|
|
2022
Q4 | $4.52M | Buy |
100,313
+1,512
| +2% | +$68.1K | 3.81% | 5 |
|
|
2022
Q3 | $3.59M | Sell |
98,801
-18,190
| -16% | -$660K | 3.38% | 5 |
|
|
2022
Q2 | $5.03M | Sell |
116,991
-6,877
| -6% | -$295K | 3.67% | 5 |
|
|
2022
Q1 | $5.88M | Sell |
123,868
-3,038
| -2% | -$144K | 4.01% | 6 |
|
|
2021
Q4 | $6M | Buy |
126,906
+55,835
| +79% | +$2.64M | 3.79% | 5 |
|
|
2021
Q3 | $3.58M | Buy |
71,071
+3,196
| +5% | +$161K | 2.2% | 21 |
|
|
2021
Q2 | $3.48M | Buy |
67,875
+506
| +0.8% | +$25.9K | 2.13% | 21 |
|
|
2021
Q1 | $3.41M | Buy |
+67,369
| New | +$3.41M | 2.05% | 21 |
|
|
2020
Q3 | $2.75M | Sell |
67,165
-38,580
| -36% | -$1.58M | 2.16% | 20 |
|
|
2020
Q2 | $4.1M | Sell |
105,745
-7,712
| -7% | -$299K | 3.63% | 11 |
|
|
2020
Q1 | $3.78M | Buy |
+113,457
| New | +$3.78M | 3.59% | 13 |
|