Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.57M | Buy |
204,293
+128,048
| +168% | +$5.37M | 0.85% | 22 |
|
|
2022
Q3 | $2.77M | Sell |
76,245
-13,586
| -15% | -$494K | 0.3% | 81 |
|
|
2022
Q2 | $3.67M | Buy |
89,831
+35,309
| +65% | +$1.44M | 0.37% | 68 |
|
|
2022
Q1 | $2.62M | Buy |
54,522
+39,932
| +274% | +$1.92M | 0.22% | 100 |
|
|
2021
Q4 | $745K | Buy |
+14,590
| New | +$745K | 0.06% | 337 |
|
|
2021
Q2 | – | Sell |
-4,415
| Closed | -$217K | – | 513 |
|
|
2021
Q1 | $217K | Sell |
4,415
-37,254
| -89% | -$1.83M | 0.03% | 429 |
|
|
2020
Q4 | $1.97M | Buy |
41,669
+9,944
| +31% | +$469K | 0.29% | 83 |
|
|
2020
Q3 | $1.3M | Buy |
31,725
+1,335
| +4% | +$54.6K | 0.21% | 115 |
|
|
2020
Q2 | $1.18M | Buy |
30,390
+8,187
| +37% | +$318K | 0.22% | 117 |
|
|
2020
Q1 | $740K | Sell |
22,203
-6,597
| -23% | -$220K | 0.17% | 146 |
|
|
2019
Q4 | $1.27M | Buy |
28,800
+11,122
| +63% | +$490K | 0.21% | 125 |
|
|
2019
Q3 | $727K | Buy |
17,678
+2,953
| +20% | +$121K | 0.12% | 186 |
|
|
2019
Q2 | $614K | Buy |
14,725
+533
| +4% | +$22.2K | 0.13% | 167 |
|
|
2019
Q1 | $580K | Buy |
14,192
+1
| +0% | +$41 | 0.14% | 161 |
|
|
2018
Q4 | $526K | Sell |
14,191
-40,502
| -74% | -$1.5M | 0.15% | 151 |
|
|
2018
Q3 | $2.29M | Buy |
54,693
+19,397
| +55% | +$813K | 0.56% | 43 |
|
|
2018
Q2 | $1.51M | Sell |
35,296
-4
| -0% | -$172 | 0.4% | 71 |
|
|
2018
Q1 | $1.57M | Buy |
35,300
+20,955
| +146% | +$932K | 0.49% | 54 |
|
|
2017
Q4 | $643K | Buy |
14,345
+2,544
| +22% | +$114K | 0.19% | 132 |
|
|
2017
Q3 | $512K | Buy |
11,801
+78
| +0.7% | +$3.38K | 0.17% | 142 |
|
|
2017
Q2 | $484K | Buy |
11,723
+1,479
| +14% | +$61.1K | 0.17% | 151 |
|
|
2017
Q1 | $402K | Buy |
10,244
+73
| +0.7% | +$2.87K | 0.16% | 161 |
|
|
2016
Q4 | $371K | Buy |
10,171
+753
| +8% | +$27.5K | 0.16% | 154 |
|
|
2016
Q3 | $352K | Buy |
9,418
+59
| +0.6% | +$2.21K | 0.17% | 152 |
|
|
2016
Q2 | $331K | Sell |
9,359
-1,682
| -15% | -$59.5K | 0.16% | 156 |
|
|
2016
Q1 | $396K | Buy |
11,041
+5,587
| +102% | +$200K | 0.2% | 130 |
|
|
2015
Q4 | $200K | Buy |
+5,454
| New | +$200K | 0.1% | 229 |
|