Independent Family Office’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 | $5.06M | Buy |
88,826
+16,493
| +23% | +$940K | 2.35% | 12 |
|
2025
Q1 | $3.68M | Buy |
72,333
+1,050
| +1% | +$53.4K | 1.93% | 13 |
|
2024
Q4 | $3.41M | Sell |
71,283
-180
| -0.3% | -$8.61K | 1.77% | 12 |
|
2024
Q3 | $3.76M | Buy |
71,463
+3,777
| +6% | +$199K | 1.89% | 12 |
|
2024
Q2 | $3.35M | Buy |
67,686
+12,714
| +23% | +$628K | 1.91% | 12 |
|
2024
Q1 | $2.76M | Buy |
54,972
+7,974
| +17% | +$400K | 1.48% | 15 |
|
2023
Q4 | $2.25M | Sell |
46,998
-160
| -0.3% | -$7.66K | 1.27% | 17 |
|
2023
Q3 | $2.06M | Buy |
47,158
+4,270
| +10% | +$187K | 1.29% | 16 |
|
2023
Q2 | $1.98M | Hold |
42,888
| – | – | 1.2% | 18 |
|
2023
Q1 | $1.94M | Buy |
42,888
+7,800
| +22% | +$352K | 1.12% | 18 |
|
2022
Q4 | $1.47M | Hold |
35,088
| – | – | 0.88% | 25 |
|
2022
Q3 | $1.28M | Buy |
35,088
+3,611
| +11% | +$131K | 0.63% | 26 |
|
2022
Q2 | $1.28K | Buy |
31,477
+17,499
| +125% | +$714 | 0.63% | 23 |
|
2022
Q1 | $671K | Buy |
+13,978
| New | +$671K | 0.22% | 41 |
|