Leeward Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
15,949
+4,361
| +38% | +$249K | 0.29% | 57 |
|
|
2025
Q1 | $589K | Sell |
11,588
-2,506
| -18% | -$127K | 0.22% | 59 |
|
|
2024
Q4 | $674K | Sell |
14,094
-102,086
| -88% | -$4.88M | 0.24% | 56 |
|
|
2024
Q3 | $6.14M | Buy |
116,180
+2,973
| +3% | +$157K | 2.31% | 13 |
|
|
2024
Q2 | $5.59M | Buy |
113,207
+3,994
| +4% | +$197K | 2.27% | 15 |
|
|
2024
Q1 | $5.48M | Buy |
109,213
+6,234
| +6% | +$313K | 2.32% | 13 |
|
|
2023
Q4 | $4.93M | Sell |
102,979
-433
| -0.4% | -$20.7K | 2.38% | 11 |
|
|
2023
Q3 | $4.52M | Buy |
103,412
+2,713
| +3% | +$119K | 2.5% | 11 |
|
|
2023
Q2 | $4.65M | Sell |
100,699
-34,240
| -25% | -$1.58M | 2.67% | 11 |
|
|
2023
Q1 | $6.1M | Buy |
134,939
+4,389
| +3% | +$198K | 3.73% | 6 |
|
|
2022
Q4 | $5.48M | Sell |
130,550
-564
| -0.4% | -$23.7K | 3.79% | 5 |
|
|
2022
Q3 | $4.77M | Buy |
131,114
+965
| +0.7% | +$35.1K | 3.42% | 7 |
|
|
2022
Q2 | $5.31M | Buy |
130,149
+6,362
| +5% | +$260K | 3.64% | 5 |
|
|
2022
Q1 | $5.95M | Buy |
123,787
+3,717
| +3% | +$179K | 3.67% | 6 |
|
|
2021
Q4 | $6.13M | Buy |
+120,070
| New | +$6.13M | 3.83% | 5 |
|