KA
Klingman & Associates’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 | $57.3M | Buy |
1,005,173
+42,116
| +4% | +$2.4M | 3.16% | 9 |
|
2025
Q1 | $49M | Buy |
963,057
+80,591
| +9% | +$4.1M | 3% | 10 |
|
2024
Q4 | $42.2M | Buy |
882,466
+55,410
| +7% | +$2.65M | 2.59% | 10 |
|
2024
Q3 | $43.7M | Buy |
827,056
+113,817
| +16% | +$6.01M | 2.71% | 10 |
|
2024
Q2 | $35.2M | Buy |
713,239
+73,652
| +12% | +$3.64M | 2.38% | 10 |
|
2024
Q1 | $32.1M | Buy |
639,587
+50,666
| +9% | +$2.54M | 2.23% | 11 |
|
2023
Q4 | $28.2M | Buy |
588,921
+19,519
| +3% | +$935K | 2.07% | 11 |
|
2023
Q3 | $24.9M | Buy |
569,402
+73,664
| +15% | +$3.22M | 2.01% | 13 |
|
2023
Q2 | $22.9M | Buy |
495,738
+31,973
| +7% | +$1.48M | 1.85% | 19 |
|
2023
Q1 | $20.9M | Buy |
463,765
+14,246
| +3% | +$643K | 1.8% | 22 |
|
2022
Q4 | $18.9M | Sell |
449,519
-123,818
| -22% | -$5.2M | 1.65% | 25 |
|
2022
Q3 | $20.8M | Buy |
573,337
+122,891
| +27% | +$4.47M | 2.05% | 16 |
|
2022
Q2 | $18.4M | Buy |
450,446
+107,651
| +31% | +$4.39M | 1.8% | 19 |
|
2022
Q1 | $16.5M | Sell |
342,795
-72,698
| -17% | -$3.49M | 1.4% | 20 |
|
2021
Q4 | $21.2M | Buy |
415,493
+61,845
| +17% | +$3.16M | 1.82% | 19 |
|
2021
Q3 | $17.9M | Buy |
353,648
+35,474
| +11% | +$1.79M | 1.67% | 20 |
|
2021
Q2 | $16.4M | Buy |
318,174
+62,318
| +24% | +$3.21M | 1.57% | 21 |
|
2021
Q1 | $12.6M | Buy |
255,856
+28,034
| +12% | +$1.38M | 1.3% | 24 |
|
2020
Q4 | $10.8M | Buy |
227,822
+30,120
| +15% | +$1.42M | 1.24% | 23 |
|
2020
Q3 | $8.09M | Buy |
197,702
+17,760
| +10% | +$726K | 1.09% | 22 |
|
2020
Q2 | $6.98M | Sell |
179,942
-3,566
| -2% | -$138K | 1.07% | 22 |
|
2020
Q1 | $6.12M | Buy |
183,508
+104,006
| +131% | +$3.47M | 1.25% | 22 |
|
2019
Q4 | $3.5M | Buy |
79,502
+21,741
| +38% | +$958K | 0.57% | 30 |
|
2019
Q3 | $2.37M | Buy |
57,761
+7,310
| +14% | +$300K | 0.42% | 32 |
|
2019
Q2 | $2.1M | Buy |
50,451
+8,980
| +22% | +$375K | 0.39% | 36 |
|
2019
Q1 | $1.7M | Sell |
41,471
-6,173
| -13% | -$252K | 0.33% | 38 |
|
2018
Q4 | $1.77M | Sell |
47,644
-27,848
| -37% | -$1.03M | 0.4% | 33 |
|
2018
Q3 | $3.27M | Buy |
75,492
+4,704
| +7% | +$204K | 0.67% | 25 |
|
2018
Q2 | $3.04M | Buy |
70,788
+35,728
| +102% | +$1.53M | 0.65% | 25 |
|
2018
Q1 | $1.55M | Buy |
35,060
+9,343
| +36% | +$413K | 0.35% | 28 |
|
2017
Q4 | $1.15M | Buy |
25,717
+561
| +2% | +$25.2K | 0.25% | 41 |
|
2017
Q3 | $1.09M | Buy |
25,156
+12
| +0% | +$521 | 0.27% | 35 |
|
2017
Q2 | $1.04M | Buy |
25,144
+32
| +0.1% | +$1.32K | 0.28% | 35 |
|
2017
Q1 | $987K | Buy |
25,112
+11
| +0% | +$432 | 0.27% | 37 |
|
2016
Q4 | $917K | Buy |
25,101
+23
| +0.1% | +$840 | 0.28% | 37 |
|
2016
Q3 | $938K | Buy |
25,078
+13
| +0.1% | +$486 | 0.28% | 38 |
|
2016
Q2 | $886K | Buy |
25,065
+37
| +0.1% | +$1.31K | 0.29% | 37 |
|
2016
Q1 | $898K | Buy |
+25,028
| New | +$898K | 0.32% | 39 |
|