Meridian Wealth 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 | $8.24M | Buy |
144,526
+28,345
| +24% | +$1.62M | 1.3% | 20 |
|
2025
Q1 | $5.91M | Buy |
116,181
+4,713
| +4% | +$240K | 1% | 29 |
|
2024
Q4 | $5.33M | Buy |
111,468
+4,952
| +5% | +$237K | 0.88% | 30 |
|
2024
Q3 | $5.63M | Sell |
106,516
-2,059
| -2% | -$109K | 0.94% | 30 |
|
2024
Q2 | $5.37M | Buy |
108,575
+3,469
| +3% | +$171K | 0.96% | 27 |
|
2024
Q1 | $5.27M | Buy |
105,106
+5,637
| +6% | +$283K | 0.99% | 29 |
|
2023
Q4 | $4.76M | Buy |
99,469
+324
| +0.3% | +$15.5K | 1.04% | 26 |
|
2023
Q3 | $4.33M | Buy |
99,145
+12,947
| +15% | +$566K | 1.08% | 22 |
|
2023
Q2 | $3.98M | Buy |
86,198
+6,187
| +8% | +$286K | 0.96% | 25 |
|
2023
Q1 | $3.61M | Buy |
80,011
+68,631
| +603% | +$3.1M | 0.9% | 27 |
|
2022
Q4 | $478K | Buy |
+11,380
| New | +$478K | 0.12% | 117 |
|
2020
Q1 | – | Sell |
-18,455
| Closed | -$813K | – | 169 |
|
2019
Q4 | $813K | Sell |
18,455
-15
| -0.1% | -$661 | 0.32% | 63 |
|
2019
Q3 | $759K | Buy |
18,470
+1,590
| +9% | +$65.3K | 0.32% | 66 |
|
2019
Q2 | $704K | Sell |
16,880
-1,324
| -7% | -$55.2K | 0.49% | 42 |
|
2019
Q1 | $744K | Sell |
18,204
-56,290
| -76% | -$2.3M | 0.54% | 40 |
|
2018
Q4 | $2.76M | Buy |
+74,494
| New | +$2.76M | 2.12% | 7 |
|