
Kovitz Investment Group Partners’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 | $118M | Buy |
2,063,162
+96,083
| +5% | +$5.48M | 0.5% | 51 |
|
2025
Q1 | $100M | Buy |
1,967,079
+41,417
| +2% | +$2.11M | 0.5% | 56 |
|
2024
Q4 | $92.1M | Buy |
1,925,662
+109,618
| +6% | +$5.24M | 0.45% | 63 |
|
2024
Q3 | $80.3M | Buy |
1,816,044
+1,236,636
| +213% | +$54.7M | 0.57% | 44 |
|
2024
Q2 | $28.6M | Buy |
579,408
+280,426
| +94% | +$13.9M | 0.24% | 72 |
|
2024
Q1 | $15M | Buy |
298,982
+170,857
| +133% | +$8.57M | 0.19% | 75 |
|
2023
Q4 | $6.14M | Buy |
128,125
+20,498
| +19% | +$982K | 0.1% | 120 |
|
2023
Q3 | $4.71M | Buy |
107,627
+15,419
| +17% | +$674K | 0.08% | 150 |
|
2023
Q2 | $4.26M | Buy |
92,208
+38,429
| +71% | +$1.77M | 0.06% | 170 |
|
2023
Q1 | $2.43M | Sell |
53,779
-25,953
| -33% | -$1.17M | 0.04% | 226 |
|
2022
Q4 | $3.35M | Sell |
79,732
-3,858
| -5% | -$162K | 0.07% | 194 |
|
2022
Q3 | $3.04M | Buy |
83,590
+1,380
| +2% | +$50.2K | 0.07% | 192 |
|
2022
Q2 | $3.35M | Buy |
82,210
+18,472
| +29% | +$754K | 0.07% | 196 |
|
2022
Q1 | $3.06M | Buy |
63,738
+58,078
| +1,026% | +$2.79M | 0.06% | 209 |
|
2021
Q4 | $267K | Sell |
5,660
-522
| -8% | -$24.6K | 0.01% | 370 |
|
2021
Q3 | $312K | Hold |
6,182
| – | – | 0.01% | 374 |
|
2021
Q2 | $318K | Buy |
6,182
+1,997
| +48% | +$103K | 0.01% | 369 |
|
2021
Q1 | $206K | Sell |
4,185
-1,475
| -26% | -$72.6K | ﹤0.01% | 386 |
|
2020
Q4 | $267K | Buy |
+5,660
| New | +$267K | 0.01% | 367 |
|
2019
Q3 | – | Sell |
-22,168
| Closed | -$925K | – | 369 |
|
2019
Q2 | $925K | Sell |
22,168
-6,575
| -23% | -$274K | 0.03% | 272 |
|
2019
Q1 | $1.18M | Buy |
+28,743
| New | +$1.18M | 0.04% | 256 |
|