Morling Financial 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 | $3.34M | Sell |
58,519
-881
| -1% | -$50.2K | 1.09% | 17 |
|
|
2025
Q1 | $3.02M | Sell |
59,400
-314
| -0.5% | -$16K | 1.04% | 17 |
|
|
2024
Q4 | $2.86M | Sell |
59,714
-821
| -1% | -$39.3K | 1% | 18 |
|
|
2024
Q3 | $3.2M | Sell |
60,535
-1,735
| -3% | -$91.6K | 1.22% | 16 |
|
|
2024
Q2 | $3.08M | Buy |
62,270
+436
| +0.7% | +$21.5K | 1.34% | 16 |
|
|
2024
Q1 | $3.1M | Sell |
61,834
-999
| -2% | -$50.1K | 1.77% | 14 |
|
|
2023
Q4 | $3.01M | Sell |
62,833
-805
| -1% | -$38.6K | 2.43% | 12 |
|
|
2023
Q3 | $2.78M | Sell |
63,638
-792
| -1% | -$34.6K | 2.76% | 12 |
|
|
2023
Q2 | $2.98M | Sell |
64,430
-129
| -0.2% | -$5.96K | 2.86% | 12 |
|
|
2023
Q1 | $2.92M | Sell |
64,559
-1,104
| -2% | -$49.9K | 3.14% | 12 |
|
|
2022
Q4 | $2.76M | Sell |
65,663
-408
| -0.6% | -$17.1K | 3.51% | 11 |
|
|
2022
Q3 | $2.4M | Sell |
66,071
-443
| -0.7% | -$16.1K | 3.27% | 10 |
|
|
2022
Q2 | $2.71M | Sell |
66,514
-2,710
| -4% | -$111K | 3.54% | 10 |
|
|
2022
Q1 | $3.33M | Buy |
69,224
+10,038
| +17% | +$482K | 4.2% | 8 |
|
|
2021
Q4 | $3.02M | Buy |
+59,186
| New | +$3.02M | 2.89% | 8 |
|