Landmark Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $26.4M | Buy |
551,311
+6,493
| +1% | +$311K | 9.5% | 1 |
|
2023
Q3 | $23.8M | Buy |
544,818
+3,156
| +0.6% | +$138K | 9.68% | 1 |
|
2023
Q2 | $25M | Buy |
541,662
+2,041
| +0.4% | +$94.3K | 10.27% | 1 |
|
2023
Q1 | $24.4M | Buy |
539,621
+19,690
| +4% | +$889K | 10.7% | 1 |
|
2022
Q4 | $21.8M | Sell |
519,931
-1,425
| -0.3% | -$59.8K | 10.07% | 1 |
|
2022
Q3 | $19M | Buy |
521,356
+13,352
| +3% | +$485K | 10.01% | 1 |
|
2022
Q2 | $20.7M | Buy |
508,004
+14,828
| +3% | +$605K | 10.19% | 1 |
|
2022
Q1 | $22.5M | Sell |
493,176
-42,415
| -8% | -$1.94M | 10.82% | 1 |
|
2021
Q4 | $27.3M | Buy |
535,591
+144,926
| +37% | +$7.4M | 12.17% | 1 |
|
2021
Q3 | $19.2M | Sell |
390,665
-60,243
| -13% | -$2.96M | 10.34% | 1 |
|
2021
Q2 | $23.2M | Buy |
450,908
+60,243
| +15% | +$3.1M | 11.11% | 1 |
|
2021
Q1 | $19.2M | Buy |
390,665
+47,468
| +14% | +$2.33M | 10.33% | 1 |
|
2020
Q4 | $16.6M | Buy |
343,197
+33,407
| +11% | +$1.62M | 9.39% | 1 |
|
2020
Q3 | $12.9M | Buy |
309,790
+19,479
| +7% | +$812K | 8.18% | 2 |
|
2020
Q2 | $11.6M | Buy |
290,311
+26,792
| +10% | +$1.07M | 7.57% | 3 |
|
2020
Q1 | $9.26M | Buy |
263,519
+22,630
| +9% | +$795K | 6.35% | 6 |
|
2019
Q4 | $10.7M | Buy |
240,889
+24,498
| +11% | +$1.09M | 6.21% | 7 |
|
2019
Q3 | $8.89M | Buy |
216,391
+8,624
| +4% | +$354K | 5.53% | 7 |
|
2019
Q2 | $8.67M | Buy |
207,767
+10,888
| +6% | +$454K | 5.3% | 7 |
|
2019
Q1 | $8.05M | Buy |
196,879
+2,463
| +1% | +$101K | 5.28% | 7 |
|
2018
Q4 | $7.21M | Buy |
194,416
+13,804
| +8% | +$512K | 4.72% | 8 |
|
2018
Q3 | $7.82M | Buy |
180,612
+16,319
| +10% | +$706K | 4.65% | 7 |
|
2018
Q2 | $7.05M | Sell |
164,293
-7,060
| -4% | -$303K | 4.37% | 7 |
|
2018
Q1 | $7.58M | Buy |
171,353
+727
| +0.4% | +$32.2K | 4.76% | 6 |
|
2017
Q4 | $7.65M | Buy |
170,626
+1,694
| +1% | +$76K | 4.84% | 6 |
|
2017
Q3 | $7.33M | Buy |
168,932
+5,401
| +3% | +$234K | 4.95% | 7 |
|
2017
Q2 | $6.76M | Buy |
163,531
+4,915
| +3% | +$203K | 4.85% | 6 |
|
2017
Q1 | $6.23M | Sell |
158,616
-2,021
| -1% | -$79.4K | 4.64% | 7 |
|
2016
Q4 | $5.87M | Buy |
160,637
+14,643
| +10% | +$535K | 4.7% | 6 |
|
2016
Q3 | $5.46M | Buy |
145,994
+16,033
| +12% | +$600K | 4.65% | 7 |
|
2016
Q2 | $4.6M | Buy |
129,961
+7,444
| +6% | +$263K | 4.3% | 7 |
|
2016
Q1 | $4.4M | Buy |
122,517
+19,807
| +19% | +$711K | 4.46% | 8 |
|
2015
Q4 | $3.77M | Buy |
102,710
+46,210
| +82% | +$1.7M | 3.97% | 9 |
|
2015
Q3 | $2.01M | Buy |
56,500
+7,900
| +16% | +$281K | 2.22% | 14 |
|
2015
Q2 | $1.93M | Buy |
48,600
+15,600
| +47% | +$618K | 1.99% | 16 |
|
2015
Q1 | $1.26M | Hold |
33,000
| – | – | 1.32% | 18 |
|
2014
Q4 | $1.26M | Buy |
+33,000
| New | +$1.26M | 1.3% | 17 |
|