IAG Wealth 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 | $135K | Sell |
2,375
-257
| -10% | -$14.7K | 0.02% | 130 |
|
|
2025
Q1 | $134K | Buy |
2,632
+58
| +2% | +$2.95K | 0.02% | 124 |
|
|
2024
Q4 | $123K | Sell |
2,574
-24
| -0.9% | -$1.15K | 0.02% | 119 |
|
|
2024
Q3 | $137K | Sell |
2,598
-831
| -24% | -$43.9K | 0.03% | 109 |
|
|
2024
Q2 | $169K | Sell |
3,429
-1,375
| -29% | -$68K | 0.03% | 100 |
|
|
2024
Q1 | $241K | Sell |
4,804
-496
| -9% | -$24.9K | 0.05% | 85 |
|
|
2023
Q4 | $254K | Buy |
5,300
+1,265
| +31% | +$60.6K | 0.06% | 75 |
|
|
2023
Q3 | $176K | Sell |
4,035
-8,528
| -68% | -$373K | 0.05% | 82 |
|
|
2023
Q2 | $580K | Buy |
12,563
+8,599
| +217% | +$397K | 0.15% | 50 |
|
|
2023
Q1 | $179K | Sell |
3,964
-465
| -10% | -$21K | 0.05% | 82 |
|
|
2022
Q4 | $186K | Buy |
+4,429
| New | +$186K | 0.05% | 73 |
|
|
2022
Q3 | – | Sell |
-513
| Closed | -$21K | – | 476 |
|
|
2022
Q2 | $21K | Sell |
513
-717
| -58% | -$29.4K | 0.01% | 203 |
|
|
2022
Q1 | $59K | Buy |
1,230
+717
| +140% | +$34.4K | 0.02% | 126 |
|
|
2021
Q4 | $26K | Buy |
+513
| New | +$26K | 0.01% | 193 |
|
|
2021
Q1 | – | Sell |
-334
| Closed | -$16K | – | 389 |
|
|
2020
Q4 | $16K | Sell |
334
-323
| -49% | -$15.5K | 0.01% | 189 |
|
|
2020
Q3 | $27K | Sell |
657
-300
| -31% | -$12.3K | 0.01% | 141 |
|
|
2020
Q2 | $38K | Sell |
957
-7,008
| -88% | -$278K | 0.02% | 119 |
|
|
2020
Q1 | $266K | Sell |
7,965
-2,777
| -26% | -$92.7K | 0.18% | 43 |
|
|
2019
Q4 | $474K | Buy |
+10,742
| New | +$474K | 0.31% | 33 |
|