Holistic Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $585K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $604K | Hold |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $643K | Hold |
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|
2021
Q2 | $656K | Sell |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $3.72M | Sell |
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|
2019
Q3 | $3.86M | Sell |
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|
2019
Q2 | $6.3M | Sell |
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|
2019
Q1 | $6.4M | Sell |
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|
2018
Q4 | $6.47M | Sell |
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|
2018
Q3 | $7.98M | Sell |
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|
2018
Q2 | $9.22M | Sell |
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|
2018
Q1 | $10.1M | Buy |
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|
2017
Q4 | $10.1M | Buy |
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