HB 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 | $12.3M | Sell |
215,825
-16,842
| -7% | -$960K | 0.1% | 111 |
|
|
2025
Q1 | $11.8M | Buy |
232,667
+3,141
| +1% | +$160K | 0.1% | 113 |
|
|
2024
Q4 | $11M | Buy |
229,526
+44,204
| +24% | +$2.11M | 0.11% | 91 |
|
|
2024
Q3 | $9.79M | Sell |
185,322
-5,426
| -3% | -$287K | 0.11% | 92 |
|
|
2024
Q2 | $9.43M | Buy |
190,748
+5,232
| +3% | +$259K | 0.11% | 90 |
|
|
2024
Q1 | $9.31M | Buy |
185,516
+1,055
| +0.6% | +$52.9K | 0.12% | 88 |
|
|
2023
Q4 | $8.84M | Sell |
184,461
-9,541
| -5% | -$457K | 0.13% | 86 |
|
|
2023
Q3 | $8.48M | Buy |
194,002
+32,688
| +20% | +$1.43M | 0.14% | 78 |
|
|
2023
Q2 | $7.45M | Sell |
161,314
-900
| -0.6% | -$41.6K | 0.12% | 92 |
|
|
2023
Q1 | $7.33M | Sell |
162,214
-9,590
| -6% | -$433K | 0.13% | 86 |
|
|
2022
Q4 | $7.21M | Buy |
171,804
+13,753
| +9% | +$577K | 0.13% | 84 |
|
|
2022
Q3 | $5.75M | Sell |
158,051
-6,391
| -4% | -$232K | 0.12% | 87 |
|
|
2022
Q2 | $6.71M | Sell |
164,442
-9,668
| -6% | -$394K | 0.14% | 80 |
|
|
2022
Q1 | $8.36M | Buy |
174,110
+15,328
| +10% | +$736K | 0.16% | 64 |
|
|
2021
Q4 | $8.11M | Buy |
+158,782
| New | +$8.11M | 0.16% | 48 |
|