Lee Financial’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
Q1 | – | Sell |
-87
| Closed | -$3.65K | – | 951 |
|
2022
Q4 | $3.65K | Hold |
87
| – | – | ﹤0.01% | 597 |
|
2022
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 638 |
|
2022
Q2 | $4K | Sell |
87
-17
| -16% | -$782 | ﹤0.01% | 602 |
|
2022
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 519 |
|
2021
Q4 | $5K | Hold |
104
| – | – | ﹤0.01% | 608 |
|
2021
Q3 | $5K | Hold |
104
| – | – | ﹤0.01% | 498 |
|
2021
Q2 | $5K | Buy |
104
+27
| +35% | +$1.3K | ﹤0.01% | 470 |
|
2021
Q1 | $4K | Sell |
77
-79
| -51% | -$4.1K | ﹤0.01% | 443 |
|
2020
Q4 | $7K | Buy |
156
+77
| +97% | +$3.46K | ﹤0.01% | 412 |
|
2020
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 498 |
|
2020
Q2 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 475 |
|
2020
Q1 | – | Sell |
-183
| Closed | -$8K | – | 520 |
|
2019
Q4 | $8K | Hold |
183
| – | – | ﹤0.01% | 385 |
|
2019
Q3 | $8K | Hold |
183
| – | – | ﹤0.01% | 387 |
|
2019
Q2 | $8K | Hold |
183
| – | – | ﹤0.01% | 392 |
|
2019
Q1 | $7K | Buy |
+183
| New | +$7K | ﹤0.01% | 394 |
|
2018
Q3 | – | Sell |
-9,153
| Closed | -$393K | – | 721 |
|
2018
Q2 | $393K | Buy |
9,153
+737
| +9% | +$31.6K | 0.09% | 97 |
|
2018
Q1 | $372K | Sell |
8,416
-1,958
| -19% | -$86.5K | 0.09% | 104 |
|
2017
Q4 | $465K | Buy |
10,374
+5,187
| +100% | +$233K | 0.14% | 81 |
|
2017
Q3 | $225K | Hold |
5,187
| – | – | 0.07% | 108 |
|
2017
Q2 | $214K | Buy |
+5,187
| New | +$214K | 0.08% | 112 |
|