Marshall Financial Group (Pennsylvania)’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 | $10.1M | Sell |
177,962
-6,262
| -3% | -$357K | 3.04% | 14 |
|
|
2025
Q1 | $9.36M | Sell |
184,224
-4,480
| -2% | -$228K | 2.95% | 14 |
|
|
2024
Q4 | $9.02M | Buy |
188,704
+130
| +0.1% | +$6.22K | 2.76% | 14 |
|
|
2024
Q3 | $9.96M | Sell |
188,574
-1,607
| -0.8% | -$84.9K | 3.01% | 14 |
|
|
2024
Q2 | $9.4M | Buy |
190,181
+1,166
| +0.6% | +$57.6K | 3.05% | 14 |
|
|
2024
Q1 | $9.48M | Sell |
189,015
-60
| -0% | -$3.01K | 3.13% | 14 |
|
|
2023
Q4 | $9.06M | Buy |
189,075
+8,123
| +4% | +$389K | 3.23% | 14 |
|
|
2023
Q3 | $7.91M | Buy |
180,952
+2,264
| +1% | +$99K | 3.22% | 14 |
|
|
2023
Q2 | $8.25M | Sell |
178,688
-1,371
| -0.8% | -$63.3K | 3.16% | 14 |
|
|
2023
Q1 | $8.13M | Sell |
180,059
-74
| -0% | -$3.34K | 3.31% | 13 |
|
|
2022
Q4 | $7.56M | Sell |
180,133
-2,762
| -2% | -$116K | 3.25% | 13 |
|
|
2022
Q3 | $6.65M | Buy |
182,895
+11,678
| +7% | +$425K | 3.14% | 13 |
|
|
2022
Q2 | $6.99M | Buy |
171,217
+302
| +0.2% | +$12.3K | 3.17% | 13 |
|
|
2022
Q1 | $8.21M | Buy |
170,915
+217
| +0.1% | +$10.4K | 3.27% | 13 |
|
|
2021
Q4 | $8.72M | Buy |
170,698
+8,228
| +5% | +$420K | 3.38% | 13 |
|
|
2021
Q3 | $8.2M | Buy |
162,470
+1,165
| +0.7% | +$58.8K | 3.45% | 12 |
|
|
2021
Q2 | $8.31M | Buy |
161,305
+1,532
| +1% | +$78.9K | 3.54% | 12 |
|
|
2021
Q1 | $7.85M | Sell |
159,773
-5,180
| -3% | -$254K | 3.56% | 11 |
|
|
2020
Q4 | $7.79M | Sell |
164,953
-2,368
| -1% | -$112K | 3.81% | 11 |
|
|
2020
Q3 | $6.84M | Buy |
167,321
+5,405
| +3% | +$221K | 4.04% | 10 |
|
|
2020
Q2 | $6.28M | Buy |
161,916
+44,958
| +38% | +$1.74M | 4.17% | 9 |
|
|
2020
Q1 | $3.9M | Buy |
116,958
+71,373
| +157% | +$2.38M | 3.15% | 9 |
|
|
2019
Q4 | $2.01M | Buy |
45,585
+3,686
| +9% | +$162K | 1.36% | 15 |
|
|
2019
Q3 | $1.72M | Sell |
41,899
-10,842
| -21% | -$445K | 1.31% | 15 |
|
|
2019
Q2 | $2.2M | Sell |
52,741
-4,780
| -8% | -$199K | 1.68% | 14 |
|
|
2019
Q1 | $2.35M | Sell |
57,521
-23,356
| -29% | -$955K | 1.92% | 13 |
|
|
2018
Q4 | $3M | Buy |
+80,877
| New | +$3M | 2.84% | 10 |
|