HA
HC Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,204
| Closed | -$1.52M | – | 78 |
|
|
2024
Q1 | $1.52M | Buy |
30,204
+3,389
| +13% | +$170K | 0.72% | 29 |
|
|
2023
Q4 | $1.28M | Buy |
26,815
+3,950
| +17% | +$189K | 0.72% | 31 |
|
|
2023
Q3 | $1,000K | Hold |
22,865
| – | – | 0.59% | 35 |
|
|
2023
Q2 | $1.06M | Buy |
22,865
+110
| +0.5% | +$5.08K | 0.61% | 34 |
|
|
2023
Q1 | $1.03M | Sell |
22,755
-1,800
| -7% | -$81.3K | 0.64% | 33 |
|
|
2022
Q4 | $1.03M | Buy |
24,555
+135
| +0.6% | +$5.67K | 0.7% | 34 |
|
|
2022
Q3 | $888K | Buy |
24,420
+678
| +3% | +$24.7K | 0.61% | 36 |
|
|
2022
Q2 | $969K | Buy |
23,742
+4,014
| +20% | +$164K | 0.69% | 32 |
|
|
2022
Q1 | $948K | Buy |
19,728
+5,804
| +42% | +$279K | 0.6% | 34 |
|
|
2021
Q4 | $711K | Hold |
13,924
| – | – | 0.44% | 36 |
|
|
2021
Q3 | $703K | Hold |
13,924
| – | – | 0.46% | 35 |
|
|
2021
Q2 | $717K | Hold |
13,924
| – | – | 0.44% | 36 |
|
|
2021
Q1 | $684K | Hold |
13,924
| – | – | 0.44% | 35 |
|
|
2020
Q4 | $657K | Hold |
13,924
| – | – | 0.45% | 37 |
|
|
2020
Q3 | $570K | Hold |
13,924
| – | – | 0.46% | 32 |
|
|
2020
Q2 | $540K | Buy |
+13,924
| New | +$540K | 0.45% | 43 |
|
|
2020
Q1 | – | Sell |
-7,047
| Closed | -$311K | – | 62 |
|
|
2019
Q4 | $311K | Buy |
+7,047
| New | +$311K | 0.32% | 40 |
|