Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,269
| Closed | -$645K | – | 375 |
|
|
2023
Q1 | $645K | Buy |
14,269
+142
| +1% | +$6.41K | 0.13% | 174 |
|
|
2022
Q4 | $593K | Buy |
+14,127
| New | +$593K | 0.13% | 173 |
|
|
2022
Q3 | – | Sell |
-26,318
| Closed | -$1.07M | – | 374 |
|
|
2022
Q2 | $1.07M | Sell |
26,318
-382
| -1% | -$15.6K | 0.22% | 120 |
|
|
2022
Q1 | $1.28M | Sell |
26,700
-4,751
| -15% | -$228K | 0.21% | 115 |
|
|
2021
Q4 | $1.61M | Buy |
+31,451
| New | +$1.61M | 0.26% | 106 |
|
|
2021
Q1 | – | Sell |
-29,428
| Closed | -$1.39M | – | 359 |
|
|
2020
Q4 | $1.39M | Buy |
+29,428
| New | +$1.39M | 0.29% | 97 |
|