Mills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,951
| Closed | -$684K | – | 65 |
|
|
2024
Q3 | $684K | Sell |
12,951
-174
| -1% | -$9.19K | 0.47% | 30 |
|
|
2024
Q2 | $649K | Sell |
13,125
-318
| -2% | -$15.7K | 0.46% | 29 |
|
|
2024
Q1 | $674K | Sell |
13,443
-1,644
| -11% | -$82.5K | 0.5% | 30 |
|
|
2023
Q4 | $723K | Buy |
15,087
+553
| +4% | +$26.5K | 0.55% | 26 |
|
|
2023
Q3 | $635K | Sell |
14,534
-1,288
| -8% | -$56.3K | 0.51% | 26 |
|
|
2023
Q2 | $731K | Buy |
15,822
+189
| +1% | +$8.73K | 0.56% | 24 |
|
|
2023
Q1 | $706K | Sell |
15,633
-3,167
| -17% | -$143K | 0.57% | 24 |
|
|
2022
Q4 | $789K | Buy |
+18,800
| New | +$789K | 0.71% | 24 |
|