Lutz Financial Services’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 | $1.8M | Buy |
31,625
+29
| +0.1% | +$1.65K | 0.14% | 52 |
|
|
2025
Q1 | $1.61M | Hold |
31,596
| – | – | 0.13% | 52 |
|
|
2024
Q4 | $1.51M | Buy |
31,596
+8,385
| +36% | +$401K | 0.12% | 55 |
|
|
2024
Q3 | $1.23M | Buy |
23,211
+2,653
| +13% | +$140K | 0.1% | 56 |
|
|
2024
Q2 | $1.02M | Hold |
20,558
| – | – | 0.09% | 59 |
|
|
2024
Q1 | $1.03M | Hold |
20,558
| – | – | 0.09% | 57 |
|
|
2023
Q4 | $985K | Buy |
+20,558
| New | +$985K | 0.09% | 58 |
|
|
2022
Q4 | – | Sell |
-8,505
| Closed | -$309K | – | 78 |
|
|
2022
Q3 | $309K | Buy |
8,505
+3,026
| +55% | +$110K | 0.04% | 64 |
|
|
2022
Q2 | $224K | Sell |
5,479
-131
| -2% | -$5.36K | 0.03% | 67 |
|
|
2022
Q1 | $269K | Sell |
5,610
-7,716
| -58% | -$370K | 0.03% | 58 |
|
|
2021
Q4 | $680K | Sell |
13,326
-258
| -2% | -$13.2K | 0.08% | 51 |
|
|
2021
Q3 | $686K | Buy |
13,584
+39
| +0.3% | +$1.97K | 0.09% | 51 |
|
|
2021
Q2 | $698K | Buy |
13,545
+941
| +7% | +$48.5K | 0.09% | 50 |
|
|
2021
Q1 | $619K | Sell |
12,604
-485
| -4% | -$23.8K | 0.09% | 48 |
|
|
2020
Q4 | $618K | Sell |
13,089
-727
| -5% | -$34.3K | 0.1% | 47 |
|
|
2020
Q3 | $565K | Sell |
13,816
-1,678
| -11% | -$68.6K | 0.11% | 49 |
|
|
2020
Q2 | $601K | Sell |
15,494
-35,679
| -70% | -$1.38M | 0.12% | 48 |
|
|
2020
Q1 | $1.71M | Sell |
51,173
-126,767
| -71% | -$4.23M | 0.38% | 41 |
|
|
2019
Q4 | $7.84M | Sell |
177,940
-23,023
| -11% | -$1.01M | 1.39% | 21 |
|
|
2019
Q3 | $8.26M | Sell |
200,963
-38,174
| -16% | -$1.57M | 1.58% | 19 |
|
|
2019
Q2 | $9.97M | Sell |
239,137
-41,028
| -15% | -$1.71M | 1.95% | 16 |
|
|
2019
Q1 | $11.5M | Sell |
280,165
-82,720
| -23% | -$3.38M | 2.33% | 15 |
|
|
2018
Q4 | $13.5M | Sell |
362,885
-203,870
| -36% | -$7.56M | 3.01% | 11 |
|
|
2018
Q3 | $24.5M | Buy |
566,755
+92,927
| +20% | +$4.02M | 5.41% | 7 |
|
|
2018
Q2 | $20.3M | Buy |
473,828
+11,746
| +3% | +$504K | 5.79% | 7 |
|
|
2018
Q1 | $20.4M | Buy |
462,082
+33,950
| +8% | +$1.5M | 6.03% | 6 |
|
|
2017
Q4 | $19.2M | Buy |
+428,132
| New | +$19.2M | 5.6% | 8 |
|