LFA
LifeGuide Financial 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 | $6.38M | Sell |
111,941
-3,423
| -3% | -$195K | 2.36% | 9 |
|
|
2025
Q1 | $5.86M | Buy |
115,364
+3,472
| +3% | +$176K | 2.39% | 9 |
|
|
2024
Q4 | $5.35M | Buy |
111,892
+10,564
| +10% | +$505K | 2.3% | 9 |
|
|
2024
Q3 | $5.35M | Buy |
101,328
+5,677
| +6% | +$300K | 2.28% | 9 |
|
|
2024
Q2 | $4.73M | Buy |
95,651
+1,244
| +1% | +$61.5K | 2.3% | 9 |
|
|
2024
Q1 | $4.74M | Buy |
94,407
+9,540
| +11% | +$479K | 2.39% | 9 |
|
|
2023
Q4 | $4.07M | Sell |
84,867
-48,048
| -36% | -$2.3M | 2.15% | 9 |
|
|
2023
Q3 | $5.81M | Sell |
132,915
-1,955
| -1% | -$85.5K | 3.4% | 8 |
|
|
2023
Q2 | $6.23M | Buy |
134,870
+16,068
| +14% | +$742K | 4.21% | 5 |
|
|
2023
Q1 | $5.37M | Buy |
118,802
+6,936
| +6% | +$313K | 4.32% | 5 |
|
|
2022
Q4 | $4.69M | Buy |
111,866
+57,566
| +106% | +$2.42M | 4.07% | 5 |
|
|
2022
Q3 | $1.97M | Buy |
54,300
+2,101
| +4% | +$76.4K | 1.93% | 5 |
|
|
2022
Q2 | $2.13M | Buy |
52,199
+21,935
| +72% | +$895K | 1.94% | 5 |
|
|
2022
Q1 | $1.45M | Buy |
30,264
+1,773
| +6% | +$85.2K | 1.12% | 11 |
|
|
2021
Q4 | $1.46M | Buy |
+28,491
| New | +$1.46M | 1.09% | 11 |
|