LifePlan Investment Advisors’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 | $5.52M | Buy |
96,812
+10,392
| +12% | +$592K | 2.74% | 6 |
|
|
2025
Q1 | $4.39M | Buy |
86,420
+10,298
| +14% | +$523K | 2.53% | 10 |
|
|
2024
Q4 | $3.64M | Buy |
76,122
+7,405
| +11% | +$354K | 2.25% | 13 |
|
|
2024
Q3 | $3.63M | Buy |
68,717
+13,573
| +25% | +$717K | 2.32% | 13 |
|
|
2024
Q2 | $2.73M | Buy |
55,144
+14,441
| +35% | +$714K | 1.96% | 20 |
|
|
2024
Q1 | $2.04M | Buy |
40,703
+24,860
| +157% | +$1.25M | 1.63% | 23 |
|
|
2023
Q4 | $759K | Buy |
+15,843
| New | +$759K | 0.69% | 34 |
|