LIA
LBMC Investment Advisors’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 | $23.2M | Buy |
406,696
+6,778
| +2% | +$386K | 1.65% | 10 |
|
|
2025
Q1 | $20.3M | Buy |
399,918
+1,700
| +0.4% | +$86.4K | 1.59% | 8 |
|
|
2024
Q4 | $19M | Sell |
398,218
-31,808
| -7% | -$1.52M | 1.5% | 8 |
|
|
2024
Q3 | $22.7M | Sell |
430,026
-14,955
| -3% | -$790K | 1.79% | 8 |
|
|
2024
Q2 | $22M | Sell |
444,981
-44,613
| -9% | -$2.2M | 1.91% | 8 |
|
|
2024
Q1 | $24.6M | Sell |
489,594
-5
| -0% | -$251 | 2.13% | 8 |
|
|
2023
Q4 | $23.5M | Sell |
489,599
-18,540
| -4% | -$888K | 2.23% | 8 |
|
|
2023
Q3 | $21.6M | Buy |
508,139
+90
| +0% | +$3.83K | 2.3% | 8 |
|
|
2023
Q2 | $23.5M | Buy |
508,049
+3,371
| +0.7% | +$156K | 2.31% | 8 |
|
|
2023
Q1 | $22.8M | Sell |
504,678
-26,247
| -5% | -$1.19M | 2.3% | 8 |
|
|
2022
Q4 | $22.3M | Sell |
530,925
-790
| -0.1% | -$33.2K | 2.35% | 8 |
|
|
2022
Q3 | $19.3M | Buy |
531,715
+24,031
| +5% | +$874K | 2.23% | 9 |
|
|
2022
Q2 | $20.7M | Buy |
507,684
+2,085
| +0.4% | +$85.1K | 2.25% | 9 |
|
|
2022
Q1 | $24.3M | Buy |
505,599
+28,949
| +6% | +$1.39M | 2.15% | 9 |
|
|
2021
Q4 | $24.3M | Buy |
476,650
+351,305
| +280% | +$17.9M | 2.1% | 9 |
|
|
2021
Q3 | $21.2K | Sell |
125,345
-294,723
| -70% | -$49.9K | 1.99% | 9 |
|
|
2021
Q2 | $21.6M | Buy |
420,068
+1,623
| +0.4% | +$83.6K | 2.06% | 9 |
|
|
2021
Q1 | $20.6M | Buy |
418,445
+5,471
| +1% | +$269K | 2.17% | 9 |
|
|
2020
Q4 | $19.5M | Buy |
412,974
+8,048
| +2% | +$380K | 2.3% | 9 |
|
|
2020
Q3 | $16.6M | Buy |
404,926
+28,891
| +8% | +$1.18M | 2.3% | 9 |
|
|
2020
Q2 | $14.6M | Buy |
376,035
+43,959
| +13% | +$1.71M | 2.3% | 9 |
|
|
2020
Q1 | $11.1M | Sell |
332,076
-4,684
| -1% | -$156K | 2.06% | 9 |
|
|
2019
Q4 | $14.8M | Sell |
336,760
-4,908
| -1% | -$216K | 2.09% | 9 |
|
|
2019
Q3 | $14M | Sell |
341,668
-5,017
| -1% | -$206K | 2.13% | 10 |
|
|
2019
Q2 | $14.5M | Sell |
346,685
-8,579
| -2% | -$358K | 2.19% | 10 |
|
|
2019
Q1 | $14.5M | Sell |
355,264
-2,609
| -0.7% | -$107K | 2.3% | 9 |
|
|
2018
Q4 | $13.3M | Buy |
357,873
+123,048
| +52% | +$4.57M | 2.45% | 9 |
|
|
2018
Q3 | $10.2M | Sell |
234,825
-10,373
| -4% | -$449K | 1.62% | 10 |
|
|
2018
Q2 | $10.5M | Buy |
245,198
+5,033
| +2% | +$216K | 1.74% | 10 |
|
|
2018
Q1 | $10.6M | Sell |
240,165
-35,576
| -13% | -$1.57M | 1.84% | 9 |
|
|
2017
Q4 | $12.4M | Buy |
275,741
+27,681
| +11% | +$1.24M | 2.02% | 9 |
|
|
2017
Q3 | $10.8M | Buy |
248,060
+28,595
| +13% | +$1.24M | 1.86% | 10 |
|
|
2017
Q2 | $9.07M | Buy |
219,465
+26,355
| +14% | +$1.09M | 1.59% | 10 |
|
|
2017
Q1 | $7.59M | Buy |
193,110
+32,200
| +20% | +$1.27M | 1.36% | 11 |
|
|
2016
Q4 | $5.88M | Buy |
160,910
+13,083
| +9% | +$478K | 1.1% | 13 |
|
|
2016
Q3 | $5.53M | Buy |
147,827
+7,613
| +5% | +$285K | 1.06% | 13 |
|
|
2016
Q2 | $4.96M | Buy |
140,214
+9,722
| +7% | +$344K | 0.99% | 15 |
|
|
2016
Q1 | $4.68M | Buy |
130,492
+4,046
| +3% | +$145K | 0.97% | 15 |
|
|
2015
Q4 | $4.64M | Buy |
126,446
+17,081
| +16% | +$627K | 1% | 15 |
|
|
2015
Q3 | $3.9M | Buy |
109,365
+790
| +0.7% | +$28.2K | 0.88% | 14 |
|
|
2015
Q2 | $4.31M | Buy |
108,575
+4,947
| +5% | +$196K | 0.91% | 14 |
|
|
2015
Q1 | $4.13M | Buy |
103,628
+1,013
| +1% | +$40.4K | 0.92% | 14 |
|
|
2014
Q4 | $3.89M | Buy |
102,615
+49,543
| +93% | +$1.88M | 0.9% | 15 |
|
|
2014
Q3 | $2.11M | Buy |
53,072
+6,692
| +14% | +$266K | 0.51% | 17 |
|
|
2014
Q2 | $1.98M | Sell |
46,380
-5,403
| -10% | -$230K | 0.53% | 19 |
|
|
2014
Q1 | $2.14M | Buy |
51,783
+62
| +0.1% | +$2.56K | 0.54% | 18 |
|
|
2013
Q4 | $2.16M | Sell |
51,721
-203
| -0.4% | -$8.46K | 0.56% | 17 |
|
|
2013
Q3 | $2.06M | Buy |
51,924
+59
| +0.1% | +$2.34K | 0.61% | 18 |
|
|
2013
Q2 | $1.85M | Buy |
+51,865
| New | +$1.85M | 0.64% | 18 |
|