NFP Retirement Inc’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 | $21M | Buy |
368,204
+17,469
| +5% | +$996K | 1.39% | 16 |
|
2025
Q1 | $17.8M | Buy |
350,735
+13,785
| +4% | +$701K | 1.41% | 14 |
|
2024
Q4 | $16.1M | Buy |
336,950
+24,075
| +8% | +$1.15M | 1.27% | 16 |
|
2024
Q3 | $16.5M | Buy |
312,875
+14,007
| +5% | +$740K | 1.34% | 15 |
|
2024
Q2 | $14.8M | Buy |
298,868
+11,334
| +4% | +$560K | 1.24% | 14 |
|
2024
Q1 | $14.4M | Sell |
287,534
-35,522
| -11% | -$1.78M | 1.24% | 15 |
|
2023
Q4 | $15.5M | Buy |
323,056
+16,421
| +5% | +$787K | 2.62% | 8 |
|
2023
Q3 | $13.4M | Buy |
306,635
+83,943
| +38% | +$3.67M | 2.56% | 8 |
|
2023
Q2 | $10.3M | Buy |
222,692
+1,226
| +0.6% | +$56.6K | 1.92% | 12 |
|
2023
Q1 | $10M | Buy |
221,466
+25,908
| +13% | +$1.17M | 1.99% | 11 |
|
2022
Q4 | $8.21M | Buy |
195,558
+36,337
| +23% | +$1.53M | 1.8% | 12 |
|
2022
Q3 | $5.79M | Buy |
159,221
+15,298
| +11% | +$556K | 1.43% | 17 |
|
2022
Q2 | $5.87M | Buy |
143,923
+13,443
| +10% | +$548K | 1.49% | 14 |
|
2022
Q1 | $6.27M | Buy |
130,480
+32,801
| +34% | +$1.58M | 1.48% | 16 |
|
2021
Q4 | $4.99M | Buy |
97,679
+8,283
| +9% | +$423K | 1.78% | 14 |
|
2021
Q3 | $4.51M | Buy |
89,396
+4,243
| +5% | +$214K | 1.84% | 14 |
|
2021
Q2 | $4.39M | Buy |
85,153
+20,150
| +31% | +$1.04M | 1.69% | 14 |
|
2021
Q1 | $3.19M | Buy |
65,003
+5,632
| +9% | +$277K | 1.39% | 16 |
|
2020
Q4 | $2.8M | Buy |
59,371
+11,348
| +24% | +$536K | 1.73% | 12 |
|
2020
Q3 | $1.96M | Buy |
48,023
+5,888
| +14% | +$241K | 1.29% | 18 |
|
2020
Q2 | $1.63M | Buy |
42,135
+14,383
| +52% | +$558K | 1.2% | 22 |
|
2020
Q1 | $925K | Buy |
27,752
+2,224
| +9% | +$74.1K | 0.91% | 29 |
|
2019
Q4 | $1.12M | Buy |
+25,528
| New | +$1.12M | 1.04% | 29 |
|