Heritage Wealth Advisors’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 | $596K | Buy |
10,453
+75
| +0.7% | +$4.28K | 0.03% | 117 |
|
|
2025
Q1 | $527K | Buy |
10,378
+45
| +0.4% | +$2.29K | 0.03% | 123 |
|
|
2024
Q4 | $494K | Buy |
10,333
+472
| +5% | +$22.6K | 0.02% | 137 |
|
|
2024
Q3 | $521K | Buy |
9,861
+26
| +0.3% | +$1.37K | 0.02% | 141 |
|
|
2024
Q2 | $486K | Buy |
9,835
+86
| +0.9% | +$4.25K | 0.02% | 138 |
|
|
2024
Q1 | $489K | Buy |
9,749
+53
| +0.5% | +$2.66K | 0.02% | 144 |
|
|
2023
Q4 | $464K | Buy |
9,696
+9,239
| +2,022% | +$443K | 0.02% | 149 |
|
|
2023
Q3 | $20K | Hold |
457
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $21.1K | Hold |
457
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $20.6K | Hold |
457
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $19.2K | Hold |
457
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $16.6K | Hold |
457
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $19K | Hold |
457
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $22K | Hold |
457
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $23K | Hold |
457
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $23.1K | Hold |
457
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $23.5K | Hold |
457
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $22.4K | Hold |
457
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $22K | Hold |
457
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $18.7K | Hold |
457
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $17.7K | Sell |
457
-1,246
| -73% | -$48.3K | ﹤0.01% | 345 |
|
|
2020
Q1 | $56.8K | Sell |
1,703
-205
| -11% | -$6.84K | 0.01% | 244 |
|
|
2019
Q4 | $84.1K | Hold |
1,908
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $78K | Buy |
1,908
+850
| +80% | +$34.7K | 0.01% | 234 |
|
|
2019
Q2 | $44.1K | Hold |
1,058
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $43.2K | Hold |
1,058
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $39K | Sell |
1,058
-60
| -5% | -$2.21K | 0.01% | 209 |
|
|
2018
Q3 | $48K | Buy |
+1,118
| New | +$48K | 0.01% | 202 |
|
|
2015
Q1 | – | Sell |
-7,961
| Closed | -$302K | – | 93 |
|
|
2014
Q4 | $302K | Sell |
7,961
-328,755
| -98% | -$12.5M | 0.27% | 69 |
|
|
2014
Q3 | $13.4M | Buy |
336,716
+17,962
| +6% | +$714K | 13.91% | 2 |
|
|
2014
Q2 | $13.6M | Buy |
318,754
+5,910
| +2% | +$252K | 14.54% | 2 |
|
|
2014
Q1 | $12.9M | Buy |
312,844
+28,000
| +10% | +$1.16M | 14.94% | 2 |
|
|
2013
Q4 | $11.9M | Buy |
+284,844
| New | +$11.9M | 14.97% | 2 |
|