L.M. Kohn & Company’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 | $545K | Sell |
9,551
-9,553
| -50% | -$545K | 0.15% | 129 |
|
|
2025
Q1 | $971K | Sell |
19,104
-6,422
| -25% | -$326K | 0.25% | 80 |
|
|
2024
Q4 | $1.22M | Sell |
25,526
-2,927
| -10% | -$140K | 0.32% | 58 |
|
|
2024
Q3 | $1.5M | Sell |
28,453
-1,480
| -5% | -$78.2K | 0.38% | 51 |
|
|
2024
Q2 | $1.49M | Buy |
29,933
+1,264
| +4% | +$63K | 0.4% | 42 |
|
|
2024
Q1 | $1.44M | Buy |
28,669
+10,026
| +54% | +$503K | 0.4% | 50 |
|
|
2023
Q4 | $893K | Buy |
18,643
+1,908
| +11% | +$91.4K | 0.29% | 74 |
|
|
2023
Q3 | $732K | Buy |
16,735
+4,222
| +34% | +$185K | 0.27% | 85 |
|
|
2023
Q2 | $578K | Sell |
12,513
-226
| -2% | -$10.4K | 0.22% | 109 |
|
|
2023
Q1 | $575K | Sell |
12,739
-1,982
| -13% | -$89.5K | 0.24% | 97 |
|
|
2022
Q4 | $618K | Sell |
14,721
-6,627
| -31% | -$278K | 0.29% | 86 |
|
|
2022
Q3 | $777K | Sell |
21,348
-575
| -3% | -$20.9K | 0.38% | 64 |
|
|
2022
Q2 | $895K | Sell |
21,923
-610
| -3% | -$24.9K | 0.42% | 62 |
|
|
2022
Q1 | $1.08M | Buy |
+22,533
| New | +$1.08M | 0.42% | 57 |
|