Kingswood Wealth Advisors’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 | $4.19M | Buy |
73,551
+4,207
| +6% | +$240K | 0.33% | 65 |
|
|
2025
Q1 | $3.52M | Buy |
69,344
+5,282
| +8% | +$268K | 0.32% | 67 |
|
|
2024
Q4 | $3.06M | Buy |
64,062
+29,838
| +87% | +$1.43M | 0.23% | 97 |
|
|
2024
Q3 | $1.81M | Sell |
34,224
-1,284
| -4% | -$67.8K | 0.13% | 181 |
|
|
2024
Q2 | $1.75M | Buy |
35,508
+1,500
| +4% | +$74.1K | 0.16% | 129 |
|
|
2024
Q1 | $1.71M | Buy |
34,008
+7,715
| +29% | +$387K | 0.2% | 126 |
|
|
2023
Q4 | $1.26M | Buy |
26,293
+8,611
| +49% | +$412K | 0.14% | 166 |
|
|
2023
Q3 | $773K | Buy |
+17,682
| New | +$773K | 0.13% | 178 |
|