LRIA
Leonard Rickey 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 | $1.43M | Sell |
25,102
-428
| -2% | -$24.4K | 0.29% | 36 |
|
2025
Q1 | $1.28M | Buy |
25,530
+3,033
| +13% | +$152K | 0.28% | 33 |
|
2024
Q4 | $1.08M | Buy |
22,497
+82
| +0.4% | +$3.92K | 0.25% | 39 |
|
2024
Q3 | $1.18M | Sell |
22,415
-729
| -3% | -$38.5K | 0.27% | 37 |
|
2024
Q2 | $1.14M | Sell |
23,144
-1,652
| -7% | -$81.6K | 0.27% | 37 |
|
2024
Q1 | $1.24M | Buy |
24,796
+260
| +1% | +$13K | 0.32% | 31 |
|
2023
Q4 | $1.18M | Sell |
24,536
-944
| -4% | -$45.2K | 0.35% | 33 |
|
2023
Q3 | $1.11M | Sell |
25,480
-2,766
| -10% | -$121K | 0.36% | 30 |
|
2023
Q2 | $1.3M | Buy |
28,246
+247
| +0.9% | +$11.4K | 0.49% | 25 |
|
2023
Q1 | $1.26M | Buy |
27,999
+1,287
| +5% | +$58.1K | 0.49% | 24 |
|
2022
Q4 | $1.12M | Buy |
26,712
+2,605
| +11% | +$109K | 0.47% | 23 |
|
2022
Q3 | $877K | Sell |
24,107
-28
| -0.1% | -$1.02K | 0.41% | 27 |
|
2022
Q2 | $985K | Sell |
24,135
-2,402
| -9% | -$98K | 0.43% | 28 |
|
2022
Q1 | $1.28M | Buy |
26,537
+735
| +3% | +$35.3K | 0.49% | 27 |
|
2021
Q4 | $1.32M | Buy |
25,802
+1,812
| +8% | +$92.5K | 0.48% | 26 |
|
2021
Q3 | $1.21M | Buy |
23,990
+748
| +3% | +$37.8K | 0.51% | 24 |
|
2021
Q2 | $1.19M | Buy |
23,242
+330
| +1% | +$16.9K | 0.52% | 22 |
|
2021
Q1 | $1.13M | Buy |
22,912
+2,069
| +10% | +$102K | 0.45% | 24 |
|
2020
Q4 | $984K | Buy |
20,843
+1,285
| +7% | +$60.7K | 0.45% | 25 |
|
2020
Q3 | $800K | Buy |
+19,558
| New | +$800K | 0.5% | 25 |
|