MorganRosel 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 | $5.66M | Buy |
99,317
+5,967
| +6% | +$340K | 1.54% | 21 |
|
|
2025
Q1 | $4.74M | Buy |
93,350
+22,209
| +31% | +$1.13M | 1.44% | 22 |
|
|
2024
Q4 | $3.4M | Buy |
71,141
+400
| +0.6% | +$19.1K | 1.12% | 22 |
|
|
2024
Q3 | $3.74M | Sell |
70,741
-255
| -0.4% | -$13.5K | 1.23% | 21 |
|
|
2024
Q2 | $3.51M | Buy |
70,996
+5,075
| +8% | +$251K | 1.24% | 21 |
|
|
2024
Q1 | $3.31M | Buy |
65,921
+22,358
| +51% | +$1.12M | 1.18% | 21 |
|
|
2023
Q4 | $2.09M | Sell |
43,563
-3,039
| -7% | -$146K | 0.81% | 24 |
|
|
2023
Q3 | $2.04M | Buy |
46,602
+3,838
| +9% | +$168K | 0.85% | 23 |
|
|
2023
Q2 | $1.97M | Buy |
42,764
+12,627
| +42% | +$583K | 0.81% | 24 |
|
|
2023
Q1 | $1.36M | Buy |
30,137
+7,916
| +36% | +$358K | 0.58% | 29 |
|
|
2022
Q4 | $933K | Buy |
22,221
+7,900
| +55% | +$332K | 0.43% | 47 |
|
|
2022
Q3 | $521K | Buy |
14,321
+1,856
| +15% | +$67.5K | 0.26% | 67 |
|
|
2022
Q2 | $509K | Sell |
12,465
-1,342
| -10% | -$54.8K | 0.27% | 68 |
|
|
2022
Q1 | $663K | Buy |
+13,807
| New | +$663K | 0.32% | 59 |
|
|
2021
Q4 | – | Sell |
-11,018
| Closed | -$556K | – | 92 |
|
|
2021
Q3 | $556K | Sell |
11,018
-1,825
| -14% | -$92.1K | 0.3% | 60 |
|
|
2021
Q2 | $662K | Sell |
12,843
-376
| -3% | -$19.4K | 0.37% | 55 |
|
|
2021
Q1 | $649K | Buy |
+13,219
| New | +$649K | 0.41% | 54 |
|