Morton Capital 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 | $296K | Sell |
5,190
-797
| -13% | -$45.4K | 0.05% | 93 |
|
|
2025
Q1 | $304K | Buy |
5,987
+2
| +0% | +$102 | 0.06% | 87 |
|
|
2024
Q4 | $286K | Buy |
5,985
+7
| +0.1% | +$335 | 0.05% | 88 |
|
|
2024
Q3 | $316K | Sell |
5,978
-2,774
| -32% | -$146K | 0.06% | 83 |
|
|
2024
Q2 | $433K | Sell |
8,752
-2,823
| -24% | -$140K | 0.1% | 65 |
|
|
2024
Q1 | $581K | Sell |
11,575
-1,437
| -11% | -$72.1K | 0.16% | 57 |
|
|
2023
Q4 | $623K | Buy |
13,012
+3,385
| +35% | +$162K | 0.19% | 50 |
|
|
2023
Q3 | $421K | Hold |
9,627
| – | – | 0.15% | 60 |
|
|
2023
Q2 | $445K | Hold |
9,627
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $435K | Hold |
9,627
| – | – | 0.15% | 61 |
|
|
2022
Q4 | $404K | Sell |
9,627
-7,723
| -45% | -$324K | 0.16% | 58 |
|
|
2022
Q3 | $631K | Buy |
17,350
+1,634
| +10% | +$59.4K | 0.29% | 34 |
|
|
2022
Q2 | $641K | Sell |
15,716
-15
| -0.1% | -$612 | 0.28% | 37 |
|
|
2022
Q1 | $756K | Hold |
15,731
| – | – | 0.31% | 34 |
|
|
2021
Q4 | $803K | Buy |
+15,731
| New | +$803K | 0.33% | 34 |
|