Narus Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.64M | Buy |
119,261
+2,170
| +2% | +$143K | 2% | 4 |
|
|
2025
Q4 | $7.31M | Buy |
117,091
+216
| +0.2% | +$13.2K | 2.02% | 5 |
|
|
2025
Q3 | $7M | Buy |
116,875
+6,842
| +6% | +$399K | 1.92% | 5 |
|
|
2025
Q2 | $6.27M | Buy |
110,033
+1,154
| +1% | +$61.8K | 1.96% | 5 |
|
|
2025
Q1 | $5.53M | Sell |
108,879
-1,773
| -2% | -$89.7K | 1.88% | 3 |
|
|
2024
Q4 | $5.29M | Buy |
110,652
+20,787
| +23% | +$1.04M | 1.79% | 4 |
|
|
2024
Q3 | $4.75M | Sell |
89,865
-1,331
| -1% | -$67.7K | 1.7% | 3 |
|
|
2024
Q2 | $4.51M | Buy |
91,196
+1,526
| +2% | +$75.9K | 1.82% | 3 |
|
|
2024
Q1 | $4.5M | Buy |
89,670
+5,735
| +7% | +$277K | 1.92% | 3 |
|
|
2023
Q4 | $4.02M | Buy |
83,935
+2,102
| +3% | +$94.1K | 1.94% | 3 |
|
|
2023
Q3 | $3.58M | Buy |
81,833
+7,584
| +10% | +$347K | 1.84% | 4 |
|
|
2023
Q2 | $3.43M | Buy |
74,249
+2,575
| +4% | +$118K | 1.77% | 6 |
|
|
2023
Q1 | $3.24M | Buy |
71,674
+19,065
| +36% | +$849K | 1.76% | 6 |
|
|
2022
Q4 | $2.21M | Sell |
52,609
-2,896
| -5% | -$117K | 1.27% | 13 |
|
|
2022
Q3 | $2.02M | Buy |
55,505
+3,399
| +7% | +$139K | 1.28% | 13 |
|
|
2022
Q2 | $2.13M | Buy |
52,106
+640
| +1% | +$28.4K | 1.35% | 11 |
|
|
2022
Q1 | $2.47M | Buy |
+51,466
| New | +$2.5M | 1.38% | 13 |
|
|
2021
Q1 | $2.24M | Buy |
+45,694
| New | +$2.23M | 1.34% | 7 |
|
|
2019
Q4 | $698K | Buy |
15,839
+370
| +2% | +$15.8K | 0.49% | 21 |
|
|
2019
Q3 | $635K | Sell |
15,469
-456
| -3% | -$18.6K | 0.47% | 20 |
|
|
2019
Q2 | $664K | Buy |
+15,925
| New | +$656K | 0.51% | 17 |
|
|
2017
Q3 | $1.31M | Buy |
30,161
+1,396
| +5% | +$59.2K | 1.15% | 9 |
|
|
2017
Q2 | $1.19M | Sell |
28,765
-232
| -0.8% | -$9.46K | 1.1% | 9 |
|
|
2017
Q1 | $1.14M | Sell |
28,997
-1,344
| -4% | -$51.5K | 1.1% | 11 |
|
|
2016
Q4 | $1.11M | Buy |
+30,341
| New | +$1.11M | 1.17% | 9 |
|