Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.35M | Buy |
79,721
+31,603
| +66% | +$1.33M | 0.48% | 40 |
|
|
2022
Q3 | $1.75M | Sell |
48,118
-9,199
| -16% | -$335K | 0.56% | 37 |
|
|
2022
Q2 | $2.34M | Sell |
57,317
-12,728
| -18% | -$519K | 0.78% | 20 |
|
|
2022
Q1 | $3.36M | Buy |
+70,045
| New | +$3.36M | 0.91% | 17 |
|
|
2021
Q3 | $780K | Sell |
15,439
-8,318
| -35% | -$420K | 0.28% | 67 |
|
|
2021
Q2 | $1.22M | Sell |
23,757
-8,647
| -27% | -$446K | 0.46% | 45 |
|
|
2021
Q1 | $1.59M | Buy |
+32,404
| New | +$1.59M | 0.9% | 21 |
|