Mount Yale Investment 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 | $47.7K | Buy |
+837
| New | +$47.7K | ﹤0.01% | 827 |
|
|
2023
Q1 | – | Sell |
-41,766
| Closed | -$1.75M | – | 531 |
|
|
2022
Q4 | $1.75M | Buy |
+41,766
| New | +$1.75M | 0.2% | 113 |
|
|
2020
Q1 | – | Sell |
-4,755
| Closed | -$203K | – | 334 |
|
|
2019
Q4 | $203K | Hold |
4,755
| – | – | 0.04% | 314 |
|
|
2019
Q3 | $205K | Buy |
+4,755
| New | +$205K | 0.04% | 294 |
|
|
2019
Q2 | – | Sell |
-7,207
| Closed | -$295K | – | 332 |
|
|
2019
Q1 | $295K | Sell |
7,207
-2,400
| -25% | -$98.2K | 0.06% | 258 |
|
|
2018
Q4 | $378K | Buy |
9,607
+3,050
| +47% | +$120K | 0.08% | 226 |
|
|
2018
Q3 | $268K | Hold |
6,557
| – | – | 0.05% | 272 |
|
|
2018
Q2 | $281K | Buy |
6,557
+113
| +2% | +$4.84K | 0.05% | 261 |
|
|
2018
Q1 | $285K | Buy |
+6,444
| New | +$285K | 0.06% | 248 |
|