Halpern Financial’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
Q3 | $16.1K | Hold |
308
| – | – | ﹤0.01% | 142 |
|
|
2024
Q2 | $15.2K | Buy |
+308
| New | +$15.2K | ﹤0.01% | 140 |
|
|
2023
Q4 | – | Sell |
-17,069
| Closed | -$746K | – | 276 |
|
|
2023
Q3 | $746K | Buy |
17,069
+8,800
| +106% | +$385K | 0.26% | 34 |
|
|
2023
Q2 | $382K | Hold |
8,269
| – | – | 0.13% | 34 |
|
|
2023
Q1 | $374K | Sell |
8,269
-1,537
| -16% | -$69.4K | 0.13% | 32 |
|
|
2022
Q4 | $412K | Sell |
9,806
-232
| -2% | -$9.74K | 0.15% | 33 |
|
|
2022
Q3 | $365K | Sell |
10,038
-12,118
| -55% | -$441K | 0.14% | 34 |
|
|
2022
Q2 | $904K | Sell |
22,156
-2,139
| -9% | -$87.3K | 0.35% | 27 |
|
|
2022
Q1 | $1.17M | Buy |
+24,295
| New | +$1.17M | 0.43% | 26 |
|