Investment 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 | $14.3M | Buy |
251,120
+48,594
| +24% | +$2.77M | 5.42% | 2 |
|
2025
Q1 | $10.3M | Buy |
202,526
+10,792
| +6% | +$549K | 4.27% | 3 |
|
2024
Q4 | $9.17M | Buy |
191,734
+19,850
| +12% | +$949K | 3.78% | 4 |
|
2024
Q3 | $9.08M | Buy |
171,884
+5,824
| +4% | +$308K | 3.78% | 4 |
|
2024
Q2 | $8.21M | Sell |
166,060
-2,616
| -2% | -$129K | 3.69% | 4 |
|
2024
Q1 | $8.46M | Buy |
168,676
+3,713
| +2% | +$186K | 3.84% | 4 |
|
2023
Q4 | $7.9M | Buy |
164,963
+698
| +0.4% | +$33.4K | 3.89% | 4 |
|
2023
Q3 | $7.18M | Sell |
164,265
-2,642
| -2% | -$116K | 3.78% | 3 |
|
2023
Q2 | $7.71M | Sell |
166,907
-1,668
| -1% | -$77K | 4.02% | 3 |
|
2023
Q1 | $7.61M | Buy |
168,575
+1,650
| +1% | +$74.5K | 4% | 3 |
|
2022
Q4 | $7.01M | Sell |
166,925
-25,222
| -13% | -$1.06M | 3.7% | 3 |
|
2022
Q3 | $6.99M | Sell |
192,147
-5,634
| -3% | -$205K | 2.08% | 8 |
|
2022
Q2 | $8.07M | Buy |
197,781
+17,957
| +10% | +$733K | 3.94% | 4 |
|
2022
Q1 | $8.64M | Buy |
179,824
+11,738
| +7% | +$564K | 3.65% | 5 |
|
2021
Q4 | $8.58M | Buy |
168,086
+8,955
| +6% | +$457K | 3.5% | 6 |
|
2021
Q3 | $8.04M | Buy |
159,131
+6,220
| +4% | +$314K | 3.65% | 4 |
|
2021
Q2 | $7.88M | Buy |
152,911
+21,813
| +17% | +$1.12M | 3.6% | 5 |
|
2021
Q1 | $6.44M | Buy |
131,098
+5,143
| +4% | +$253K | 3.13% | 6 |
|
2020
Q4 | $5.95M | Buy |
125,955
+5,232
| +4% | +$247K | 3.16% | 6 |
|
2020
Q3 | $4.94M | Sell |
120,723
-1,403
| -1% | -$57.4K | 2.95% | 8 |
|
2020
Q2 | $4.74M | Sell |
122,126
-626
| -0.5% | -$24.3K | 2.78% | 9 |
|
2020
Q1 | $4.09M | Sell |
122,752
-3,483
| -3% | -$116K | 2.95% | 7 |
|
2019
Q4 | $5.56M | Sell |
126,235
-2,306
| -2% | -$102K | 3.75% | 1 |
|
2019
Q3 | $5.28M | Sell |
128,541
-5,564
| -4% | -$229K | 3.85% | 1 |
|
2019
Q2 | $5.59M | Sell |
134,105
-6,598
| -5% | -$275K | 4.01% | 1 |
|
2019
Q1 | $5.75M | Buy |
140,703
+17,115
| +14% | +$700K | 4.16% | 1 |
|
2018
Q4 | $4.59M | Sell |
123,588
-719
| -0.6% | -$26.7K | 3.87% | 1 |
|
2018
Q3 | $5.1K | Buy |
124,307
+2,622
| +2% | +$108 | 2.83% | 7 |
|
2018
Q2 | $5.22M | Buy |
121,685
+10,547
| +9% | +$452K | 3.88% | 1 |
|
2018
Q1 | $4.92M | Buy |
111,138
+19,387
| +21% | +$858K | 3.66% | 1 |
|
2017
Q4 | $4.12M | Buy |
91,751
+6,312
| +7% | +$283K | 3.05% | 2 |
|
2017
Q3 | $3.71M | Buy |
85,439
+14,730
| +21% | +$639K | 3.18% | 3 |
|
2017
Q2 | $2.92M | Buy |
70,709
+4,429
| +7% | +$183K | 2.66% | 7 |
|
2017
Q1 | $2.61M | Buy |
66,280
+3,211
| +5% | +$126K | 2.51% | 8 |
|
2016
Q4 | $2.31M | Buy |
63,069
+5,615
| +10% | +$205K | 2.25% | 8 |
|
2016
Q3 | $2.15M | Buy |
57,454
+9,177
| +19% | +$343K | 1.22% | 23 |
|
2016
Q2 | $1.71M | Buy |
48,277
+5,311
| +12% | +$188K | 1.7% | 16 |
|
2016
Q1 | $1.58M | Buy |
42,966
+1,236
| +3% | +$45.4K | 1.03% | 35 |
|
2015
Q4 | $1.53M | Buy |
41,730
+6,994
| +20% | +$257K | 1.85% | 11 |
|
2015
Q3 | $1.24M | Buy |
34,736
+6,672
| +24% | +$238K | 1.62% | 13 |
|
2015
Q2 | $1.11M | Sell |
28,064
-69,943
| -71% | -$2.77M | 1.34% | 21 |
|
2015
Q1 | $3.91M | Sell |
98,007
-1,173
| -1% | -$46.7K | 4.3% | 1 |
|
2014
Q4 | $3.76M | Buy |
+99,180
| New | +$3.76M | 4.32% | 2 |
|