Keystone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $19.2M | Buy |
398,983
+42,587
| +12% | +$2.05M | 8.95% | 5 |
|
|
2021
Q4 | $18.2M | Buy |
356,396
+28,985
| +9% | +$1.48M | 8.03% | 5 |
|
|
2021
Q3 | $16.5M | Buy |
327,411
+26,093
| +9% | +$1.32M | 9.11% | 5 |
|
|
2021
Q2 | $15.5M | Buy |
301,318
+37,008
| +14% | +$1.91M | 9.26% | 5 |
|
|
2021
Q1 | $13M | Buy |
264,310
+18,552
| +8% | +$911K | 8.74% | 7 |
|
|
2020
Q4 | $11.6M | Buy |
+245,758
| New | +$11.6M | 9.21% | 3 |
|