Milestone 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 | $1.36M | Buy |
23,792
+2,375
| +11% | +$135K | 0.35% | 47 |
|
2025
Q1 | $1.09M | Buy |
21,417
+1,112
| +5% | +$56.5K | 0.3% | 47 |
|
2024
Q4 | $971K | Sell |
20,305
-610
| -3% | -$29.2K | 0.26% | 46 |
|
2024
Q3 | $1.1M | Buy |
20,915
+1,381
| +7% | +$72.9K | 0.31% | 45 |
|
2024
Q2 | $965K | Buy |
19,534
+112
| +0.6% | +$5.54K | 0.26% | 46 |
|
2024
Q1 | $974K | Buy |
19,422
+1
| +0% | +$50 | 0.26% | 45 |
|
2023
Q4 | $930K | Buy |
19,421
+1
| +0% | +$48 | 0.27% | 46 |
|
2023
Q3 | $849K | Buy |
19,420
+8,384
| +76% | +$367K | 0.24% | 47 |
|
2023
Q2 | $510K | Buy |
11,036
+40
| +0.4% | +$1.85K | 0.16% | 50 |
|
2023
Q1 | $497K | Sell |
10,996
-4,608
| -30% | -$208K | 0.15% | 57 |
|
2022
Q4 | $655K | Buy |
+15,604
| New | +$655K | 0.23% | 43 |
|