Mittelman Wealth Management’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 | $11.3M | Sell |
197,471
-56,402
| -22% | -$3.22M | 9.5% | 3 |
|
|
2025
Q1 | $12.9M | Sell |
253,873
-7,465
| -3% | -$379K | 11.64% | 3 |
|
|
2024
Q4 | $12.5M | Sell |
261,338
-128,127
| -33% | -$6.13M | 11.63% | 4 |
|
|
2024
Q3 | $20.6M | Buy |
389,465
+201,957
| +108% | +$10.7M | 11.69% | 4 |
|
|
2024
Q2 | $9.27M | Buy |
187,508
+10,566
| +6% | +$522K | 6.01% | 6 |
|
|
2024
Q1 | $8.88M | Buy |
+176,942
| New | +$8.88M | 6.01% | 6 |
|