KCFA
Key Client Fiduciary Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
8,677
+511
| +6% | +$29.1K | 0.2% | 110 |
|
|
2025
Q1 | $415K | Buy |
8,166
+210
| +3% | +$10.7K | 0.19% | 115 |
|
|
2024
Q4 | $380K | Sell |
7,956
-252
| -3% | -$12.1K | 0.17% | 120 |
|
|
2024
Q3 | $433K | Buy |
8,208
+69
| +0.8% | +$3.64K | 0.19% | 110 |
|
|
2024
Q2 | $402K | Buy |
8,139
+365
| +5% | +$18K | 0.2% | 106 |
|
|
2024
Q1 | $390K | Buy |
7,774
+1,162
| +18% | +$58.3K | 0.21% | 119 |
|
|
2023
Q4 | $317K | Buy |
6,612
+173
| +3% | +$8.29K | 0.18% | 129 |
|
|
2023
Q3 | $282K | Buy |
6,439
+537
| +9% | +$23.5K | 0.17% | 129 |
|
|
2023
Q2 | $273K | Buy |
+5,902
| New | +$273K | 0.16% | 141 |
|