Oak Harbor Wealth Partners’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 | $2.1M | Buy |
36,831
+10,225
| +38% | +$583K | 0.57% | 43 |
|
|
2025
Q1 | $1.35M | Buy |
26,606
+2,400
| +10% | +$122K | 0.39% | 66 |
|
|
2024
Q4 | $1.16M | Sell |
24,206
-256
| -1% | -$12.2K | 0.34% | 72 |
|
|
2024
Q3 | $1.29M | Sell |
24,462
-1,534
| -6% | -$81K | 0.37% | 73 |
|
|
2024
Q2 | $1.28M | Hold |
25,996
| – | – | 0.4% | 68 |
|
|
2024
Q1 | $1.3M | Sell |
25,996
-5,831
| -18% | -$293K | 0.41% | 68 |
|
|
2023
Q4 | $1.52M | Buy |
31,827
+1,650
| +5% | +$79K | 0.51% | 53 |
|
|
2023
Q3 | $1.32M | Sell |
30,177
-4,200
| -12% | -$184K | 0.47% | 65 |
|
|
2023
Q2 | $1.59M | Buy |
34,377
+289
| +0.8% | +$13.3K | 0.54% | 51 |
|
|
2023
Q1 | $1.54M | Hold |
34,088
| – | – | 0.56% | 50 |
|
|
2022
Q4 | $1.43M | Buy |
34,088
+2,188
| +7% | +$91.8K | 0.55% | 53 |
|
|
2022
Q3 | $1.16M | Sell |
31,900
-915
| -3% | -$33.3K | 0.45% | 60 |
|
|
2022
Q2 | $1.34M | Sell |
32,815
-3,841
| -10% | -$157K | 0.53% | 51 |
|
|
2022
Q1 | $1.76M | Sell |
36,656
-101
| -0.3% | -$4.85K | 0.58% | 48 |
|
|
2021
Q4 | $1.88M | Buy |
+36,757
| New | +$1.88M | 0.65% | 46 |
|