LFS
Legacy Financial Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-77,028
| Closed | -$3.14M | – | 68 |
|
|
2022
Q2 | $3.14M | Sell |
77,028
-8,518
| -10% | -$348K | 1.55% | 10 |
|
|
2022
Q1 | $4.11M | Buy |
85,546
+768
| +0.9% | +$36.9K | 1.75% | 9 |
|
|
2021
Q4 | $4.33M | Buy |
84,778
+34,525
| +69% | +$1.76M | 1.87% | 9 |
|
|
2021
Q3 | $2.54M | Buy |
50,253
+1,248
| +3% | +$63K | 1.19% | 11 |
|
|
2021
Q2 | $2.53M | Buy |
49,005
+2,534
| +5% | +$131K | 1.21% | 12 |
|
|
2021
Q1 | $2.28M | Sell |
46,471
-186,754
| -80% | -$9.17M | 1.21% | 12 |
|
|
2020
Q4 | $11M | Buy |
233,225
+1,765
| +0.8% | +$83.3K | 5.61% | 6 |
|
|
2020
Q3 | $9.47M | Sell |
231,460
-28,626
| -11% | -$1.17M | 5.45% | 6 |
|
|
2020
Q2 | $10.1M | Buy |
260,086
+5,611
| +2% | +$218K | 7.79% | 4 |
|
|
2020
Q1 | $8.48M | Buy |
254,475
+22,448
| +10% | +$748K | 8.06% | 4 |
|
|
2019
Q4 | $10.2M | Buy |
232,027
+610
| +0.3% | +$26.9K | 8.25% | 3 |
|
|
2019
Q3 | $9.81M | Sell |
231,417
-64,336
| -22% | -$2.73M | 8.73% | 3 |
|
|
2019
Q2 | $12.3M | Buy |
295,753
+15,897
| +6% | +$663K | 11.51% | 3 |
|
|
2019
Q1 | $11.4M | Sell |
279,856
-6,709
| -2% | -$274K | 9.77% | 4 |
|
|
2018
Q4 | $10.6M | Buy |
286,565
+26,494
| +10% | +$983K | 10.53% | 3 |
|
|
2018
Q3 | $10.3M | Buy |
260,071
+23,388
| +10% | +$927K | 10.49% | 3 |
|
|
2018
Q2 | $10.2M | Buy |
236,683
+5,829
| +3% | +$250K | 9.09% | 3 |
|
|
2018
Q1 | $10.2M | Buy |
230,854
+108,869
| +89% | +$4.82M | 9.98% | 2 |
|
|
2017
Q4 | $5.47M | Buy |
+121,985
| New | +$5.47M | 5.82% | 5 |
|