Janiczek Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.5M | Sell |
30,427
-6,219
| -17% | -$307K | 0.32% | 37 |
|
2024
Q1 | $1.84M | Buy |
36,646
+5,559
| +18% | +$279K | 0.39% | 31 |
|
2023
Q4 | $1.49M | Buy |
31,087
+2,662
| +9% | +$128K | 0.36% | 32 |
|
2023
Q3 | $1.24M | Buy |
28,425
+2,124
| +8% | +$92.9K | 0.33% | 32 |
|
2023
Q2 | $1.21M | Sell |
26,301
-1,273
| -5% | -$58.8K | 0.33% | 30 |
|
2023
Q1 | $1.28M | Sell |
27,574
-5,948
| -18% | -$275K | 0.36% | 28 |
|
2022
Q4 | $1.5M | Sell |
33,522
-743
| -2% | -$33.3K | 0.42% | 29 |
|
2022
Q3 | $1.26M | Sell |
34,265
-790
| -2% | -$29K | 0.41% | 28 |
|
2022
Q2 | $1.51M | Sell |
35,055
-3,166
| -8% | -$136K | 0.45% | 26 |
|
2022
Q1 | $1.84M | Sell |
38,221
-876
| -2% | -$42.1K | 0.51% | 22 |
|
2021
Q4 | $2M | Buy |
39,097
+15,420
| +65% | +$787K | 0.6% | 20 |
|
2021
Q3 | $1.2M | Hold |
23,677
| – | – | 0.42% | 26 |
|
2021
Q2 | $1.22M | Sell |
23,677
-3,988
| -14% | -$205K | 0.44% | 25 |
|
2021
Q1 | $1.36M | Buy |
27,665
+10,656
| +63% | +$523K | 0.54% | 23 |
|
2020
Q4 | $803K | Hold |
17,009
| – | – | 0.39% | 24 |
|
2020
Q3 | $696K | Sell |
17,009
-251
| -1% | -$10.3K | 0.37% | 23 |
|
2020
Q2 | $670K | Sell |
17,260
-349,920
| -95% | -$13.6M | 0.38% | 22 |
|
2020
Q1 | $12.2M | Sell |
367,180
-77,345
| -17% | -$2.58M | 6.9% | 5 |
|
2019
Q4 | $19.6M | Buy |
444,525
+6,078
| +1% | +$268K | 8.8% | 3 |
|
2019
Q3 | $18M | Sell |
438,447
-83,445
| -16% | -$3.43M | 8.18% | 3 |
|
2019
Q2 | $21.8M | Sell |
521,892
-3,940
| -0.7% | -$164K | 10.18% | 3 |
|
2019
Q1 | $21.5M | Sell |
525,832
-15,339
| -3% | -$627K | 10.15% | 3 |
|
2018
Q4 | $20.1M | Sell |
541,171
-96,619
| -15% | -$3.58M | 10.19% | 3 |
|
2018
Q3 | $27.6M | Sell |
637,790
-9,547
| -1% | -$413K | 14.44% | 3 |
|
2018
Q2 | $27.8M | Buy |
647,337
+18,159
| +3% | +$779K | 14.65% | 3 |
|
2018
Q1 | $27.8M | Sell |
629,178
-39,764
| -6% | -$1.76M | 15.78% | 3 |
|
2017
Q4 | $30M | Sell |
668,942
-1,190
| -0.2% | -$53.4K | 16.33% | 2 |
|
2017
Q3 | $29.1M | Sell |
670,132
-313
| -0% | -$13.6K | 16.15% | 2 |
|
2017
Q2 | $27.7M | Sell |
670,445
-48,319
| -7% | -$2M | 16.14% | 2 |
|
2017
Q1 | $28.2M | Sell |
718,764
-269,192
| -27% | -$10.6M | 16.16% | 2 |
|
2016
Q4 | $36.1M | Buy |
+987,956
| New | +$36.1M | 16.12% | 2 |
|