Jackson Grant Investment Advisers’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 | $90.4K | Buy |
1,586
+140
| +10% | +$7.98K | 0.03% | 150 |
|
2025
Q1 | $73.5K | Buy |
1,446
+7
| +0.5% | +$356 | 0.03% | 154 |
|
2024
Q4 | $68.8K | Buy |
1,439
+21
| +1% | +$1K | 0.03% | 157 |
|
2024
Q3 | $74.9K | Buy |
1,418
+4
| +0.3% | +$211 | 0.03% | 156 |
|
2024
Q2 | $69.9K | Buy |
1,414
+13
| +0.9% | +$642 | 0.03% | 156 |
|
2024
Q1 | $70.3K | Buy |
1,401
+8
| +0.6% | +$401 | 0.03% | 154 |
|
2023
Q4 | $66.7K | Buy |
1,393
+18
| +1% | +$862 | 0.03% | 154 |
|
2023
Q3 | $60.1K | Buy |
1,375
+9
| +0.7% | +$394 | 0.03% | 154 |
|
2023
Q2 | $63.1K | Buy |
1,366
+35
| +3% | +$1.62K | 0.03% | 156 |
|
2023
Q1 | $60.1K | Buy |
1,331
+5
| +0.4% | +$226 | 0.03% | 169 |
|
2022
Q4 | $55.7K | Buy |
1,326
+15
| +1% | +$630 | 0.03% | 170 |
|
2022
Q3 | $48K | Buy |
1,311
+4
| +0.3% | +$146 | 0.03% | 174 |
|
2022
Q2 | $53K | Buy |
1,307
+17
| +1% | +$689 | 0.03% | 175 |
|
2022
Q1 | $62K | Buy |
+1,290
| New | +$62K | 0.03% | 180 |
|
2021
Q4 | – | Sell |
-1,080
| Closed | -$55K | – | 320 |
|
2021
Q3 | $55K | Buy |
1,080
+4
| +0.4% | +$204 | 0.02% | 198 |
|
2021
Q2 | $55K | Buy |
1,076
+9
| +0.8% | +$460 | 0.02% | 197 |
|
2021
Q1 | $52K | Buy |
1,067
+5
| +0.5% | +$244 | 0.02% | 194 |
|
2020
Q4 | $50K | Buy |
1,062
+9
| +0.9% | +$424 | 0.03% | 185 |
|
2020
Q3 | $43K | Buy |
1,053
+6
| +0.6% | +$245 | 0.03% | 156 |
|
2020
Q2 | $41K | Buy |
1,047
+5
| +0.5% | +$196 | 0.03% | 153 |
|
2020
Q1 | $35K | Buy |
1,042
+5
| +0.5% | +$168 | 0.03% | 154 |
|
2019
Q4 | $46K | Buy |
1,037
+17
| +2% | +$754 | 0.02% | 154 |
|
2019
Q3 | $42K | Hold |
1,020
| – | – | 0.02% | 158 |
|
2019
Q2 | $43K | Buy |
1,020
+15
| +1% | +$632 | 0.03% | 154 |
|
2019
Q1 | $41K | Buy |
1,005
+10
| +1% | +$408 | 0.02% | 151 |
|
2018
Q4 | $37K | Buy |
995
+4
| +0.4% | +$149 | 0.03% | 158 |
|
2018
Q3 | $43K | Hold |
991
| – | – | 0.03% | 155 |
|
2018
Q2 | $43K | Buy |
991
+16
| +2% | +$694 | 0.03% | 159 |
|
2018
Q1 | $43K | Hold |
975
| – | – | 0.03% | 155 |
|
2017
Q4 | $44K | Buy |
975
+9
| +0.9% | +$406 | 0.03% | 153 |
|
2017
Q3 | $42K | Buy |
966
+4
| +0.4% | +$174 | 0.03% | 153 |
|
2017
Q2 | $40K | Buy |
+962
| New | +$40K | 0.03% | 141 |
|