Marcum Wealth’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
Q1 | $64.9M | Sell |
1,276,298
-18,444
| -1% | -$938K | 5.61% | 3 |
|
|
2024
Q4 | $61.9M | Buy |
1,294,742
+50,348
| +4% | +$2.41M | 5.37% | 3 |
|
|
2024
Q3 | $65.7M | Buy |
1,244,394
+31,244
| +3% | +$1.65M | 6.11% | 3 |
|
|
2024
Q2 | $60M | Sell |
1,213,150
-61,307
| -5% | -$3.03M | 6.01% | 3 |
|
|
2024
Q1 | $63.9M | Buy |
1,274,457
+51,884
| +4% | +$2.6M | 6.48% | 3 |
|
|
2023
Q4 | $58.6M | Buy |
1,222,573
+72,809
| +6% | +$3.49M | 6.23% | 3 |
|
|
2023
Q3 | $50.3M | Buy |
1,149,764
+62,758
| +6% | +$2.74M | 6.04% | 3 |
|
|
2023
Q2 | $50.2M | Buy |
1,087,006
+33,355
| +3% | +$1.54M | 5.89% | 4 |
|
|
2023
Q1 | $47.6M | Sell |
1,053,651
-274,629
| -21% | -$12.4M | 5.94% | 4 |
|
|
2022
Q4 | $55.7M | Buy |
1,328,280
+123,355
| +10% | +$5.18M | 7.39% | 3 |
|
|
2022
Q3 | $43.8M | Buy |
1,204,925
+91,499
| +8% | +$3.33M | 6.65% | 4 |
|
|
2022
Q2 | $45.4M | Buy |
1,113,426
+1,461
| +0.1% | +$59.6K | 6.8% | 4 |
|
|
2022
Q1 | $53.4M | Buy |
1,111,965
+155,978
| +16% | +$7.49M | 7.37% | 4 |
|
|
2021
Q4 | $48.8M | Buy |
955,987
+95,127
| +11% | +$4.86M | 6.79% | 3 |
|
|
2021
Q3 | $43.5M | Buy |
860,860
+57,062
| +7% | +$2.88M | 6.83% | 3 |
|
|
2021
Q2 | $41.4M | Buy |
803,798
+71,037
| +10% | +$3.66M | 6.72% | 3 |
|
|
2021
Q1 | $36M | Buy |
732,761
+67,236
| +10% | +$3.3M | 5.93% | 5 |
|
|
2020
Q4 | $31.4M | Buy |
665,525
+138,227
| +26% | +$6.53M | 7.37% | 5 |
|
|
2020
Q3 | $21.6M | Buy |
527,298
+50,247
| +11% | +$2.06M | 6.61% | 5 |
|
|
2020
Q2 | $18.5M | Buy |
477,051
+83,166
| +21% | +$3.23M | 5.69% | 5 |
|
|
2020
Q1 | $13.1M | Sell |
393,885
-422,059
| -52% | -$14.1M | 5.09% | 6 |
|
|
2019
Q4 | $36M | Buy |
+815,944
| New | +$36M | 13.47% | 2 |
|