Holistic Financial Partners’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 | $520K | Buy |
9,127
+1,667
| +22% | +$95K | 0.23% | 52 |
|
|
2025
Q1 | $379K | Hold |
7,460
| – | – | 0.18% | 69 |
|
|
2024
Q4 | $357K | Sell |
7,460
-159
| -2% | -$7.6K | 0.18% | 70 |
|
|
2024
Q3 | $402K | Hold |
7,619
| – | – | 0.19% | 63 |
|
|
2024
Q2 | $377K | Sell |
7,619
-40
| -0.5% | -$1.98K | 0.19% | 64 |
|
|
2024
Q1 | $384K | Hold |
7,659
| – | – | 0.2% | 68 |
|
|
2023
Q4 | $367K | Buy |
7,659
+445
| +6% | +$21.3K | 0.22% | 64 |
|
|
2023
Q3 | $315K | Sell |
7,214
-2,267
| -24% | -$99.1K | 0.21% | 66 |
|
|
2023
Q2 | $438K | Sell |
9,481
-1,548
| -14% | -$71.5K | 0.3% | 43 |
|
|
2023
Q1 | $498K | Buy |
11,029
+12
| +0.1% | +$542 | 0.39% | 40 |
|
|
2022
Q4 | $462K | Sell |
11,017
-1,227
| -10% | -$51.5K | 0.41% | 40 |
|
|
2022
Q3 | $445K | Hold |
12,244
| – | – | 0.44% | 35 |
|
|
2022
Q2 | $500K | Sell |
12,244
-331
| -3% | -$13.5K | 0.47% | 36 |
|
|
2022
Q1 | $604K | Hold |
12,575
| – | – | 0.38% | 34 |
|
|
2021
Q4 | $642K | Sell |
12,575
-159
| -1% | -$8.12K | 0.37% | 36 |
|
|
2021
Q3 | $643K | Hold |
12,734
| – | – | 0.4% | 36 |
|
|
2021
Q2 | $656K | Sell |
12,734
-58
| -0.5% | -$2.99K | 0.39% | 37 |
|
|
2021
Q1 | $628K | Sell |
12,792
-306
| -2% | -$15K | 0.41% | 36 |
|
|
2020
Q4 | $618K | Sell |
13,098
-948
| -7% | -$44.7K | 0.43% | 31 |
|
|
2020
Q3 | $573K | Sell |
14,046
-14,242
| -50% | -$581K | 0.46% | 30 |
|
|
2020
Q2 | $1.1M | Sell |
28,288
-47,767
| -63% | -$1.85M | 0.95% | 17 |
|
|
2020
Q1 | $2.54M | Sell |
76,055
-8,465
| -10% | -$282K | 2.63% | 11 |
|
|
2019
Q4 | $3.72M | Sell |
84,520
-9,308
| -10% | -$410K | 2.23% | 12 |
|
|
2019
Q3 | $3.86M | Sell |
93,828
-57,333
| -38% | -$2.36M | 3.42% | 9 |
|
|
2019
Q2 | $6.31M | Sell |
151,161
-5,520
| -4% | -$230K | 6.28% | 5 |
|
|
2019
Q1 | $6.4M | Sell |
156,681
-17,650
| -10% | -$721K | 2.7% | 10 |
|
|
2018
Q4 | $6.47M | Sell |
174,331
-10,035
| -5% | -$372K | 6.74% | 5 |
|
|
2018
Q3 | $7.98M | Sell |
184,366
-30,479
| -14% | -$1.32M | 7.44% | 4 |
|
|
2018
Q2 | $9.22M | Sell |
214,845
-13,626
| -6% | -$585K | 10.55% | 2 |
|
|
2018
Q1 | $10.1M | Buy |
228,471
+4,392
| +2% | +$194K | 8.43% | 2 |
|
|
2017
Q4 | $10.1M | Buy |
+224,079
| New | +$10.1M | 8.26% | 3 |
|