Napa 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
Q1 | – | Sell |
-5,454
| Closed | -$261K | – | 215 |
|
|
2024
Q4 | $261K | Buy |
+5,454
| New | +$261K | 0.11% | 152 |
|
|
2024
Q3 | – | Sell |
-6,102
| Closed | -$302K | – | 181 |
|
|
2024
Q2 | $302K | Sell |
6,102
-869
| -12% | -$43K | 0.2% | 85 |
|
|
2024
Q1 | $350K | Buy |
6,971
+72
| +1% | +$3.61K | 0.18% | 49 |
|
|
2023
Q4 | $330K | Buy |
+6,899
| New | +$330K | 0.18% | 84 |
|