Obermeyer 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 | $9.76M | Buy |
171,200
+13,038
| +8% | +$743K | 0.49% | 45 |
|
|
2025
Q1 | $8.04M | Buy |
158,162
+9,678
| +7% | +$492K | 0.43% | 47 |
|
|
2024
Q4 | $7.1M | Sell |
148,484
-3,672
| -2% | -$176K | 0.37% | 49 |
|
|
2024
Q3 | $8.04M | Buy |
152,156
+3,823
| +3% | +$202K | 0.43% | 44 |
|
|
2024
Q2 | $7.33M | Sell |
148,333
-1,119
| -0.7% | -$55.3K | 0.42% | 43 |
|
|
2024
Q1 | $7.5M | Buy |
149,452
+2,825
| +2% | +$142K | 0.44% | 40 |
|
|
2023
Q4 | $7.02M | Buy |
146,627
+2,187
| +2% | +$105K | 0.48% | 38 |
|
|
2023
Q3 | $6.31M | Buy |
144,440
+2,397
| +2% | +$105K | 0.47% | 34 |
|
|
2023
Q2 | $6.56M | Sell |
142,043
-35,261
| -20% | -$1.63M | 0.47% | 35 |
|
|
2023
Q1 | $8.04M | Buy |
177,304
+14,293
| +9% | +$648K | 0.6% | 36 |
|
|
2022
Q4 | $6.84M | Buy |
163,011
+5,164
| +3% | +$217K | 0.52% | 37 |
|
|
2022
Q3 | $5.74M | Buy |
157,847
+5,055
| +3% | +$184K | 0.47% | 36 |
|
|
2022
Q2 | $6.23M | Buy |
152,792
+6,755
| +5% | +$276K | 0.46% | 36 |
|
|
2022
Q1 | $7.01M | Buy |
146,037
+3,314
| +2% | +$159K | 0.42% | 39 |
|
|
2021
Q4 | $7.29M | Sell |
142,723
-98
| -0.1% | -$5K | 0.39% | 37 |
|
|
2021
Q3 | $7.21M | Buy |
142,821
+1,970
| +1% | +$99.5K | 0.4% | 39 |
|
|
2021
Q2 | $7.26M | Buy |
140,851
+733
| +0.5% | +$37.8K | 0.4% | 42 |
|
|
2021
Q1 | $6.88M | Sell |
140,118
-2,002
| -1% | -$98.3K | 0.42% | 41 |
|
|
2020
Q4 | $6.71M | Sell |
142,120
-1,682
| -1% | -$79.4K | 0.45% | 40 |
|
|
2020
Q3 | $5.88M | Sell |
143,802
-4,591
| -3% | -$188K | 0.44% | 39 |
|
|
2020
Q2 | $5.76M | Buy |
148,393
+33,736
| +29% | +$1.31M | 0.49% | 36 |
|
|
2020
Q1 | $3.82M | Buy |
114,657
+3,366
| +3% | +$112K | 0.41% | 36 |
|
|
2019
Q4 | $4.9M | Sell |
111,291
-1,148
| -1% | -$50.6K | 0.43% | 34 |
|
|
2019
Q3 | $4.62M | Sell |
112,439
-5,948
| -5% | -$244K | 0.43% | 36 |
|
|
2019
Q2 | $4.94M | Buy |
118,387
+378
| +0.3% | +$15.8K | 0.44% | 35 |
|
|
2019
Q1 | $4.82M | Buy |
118,009
+75,780
| +179% | +$3.1M | 0.45% | 35 |
|
|
2018
Q4 | $1.57M | Buy |
42,229
+11,720
| +38% | +$435K | 0.16% | 43 |
|
|
2018
Q3 | $1.32M | Buy |
30,509
+4,864
| +19% | +$210K | 0.11% | 49 |
|
|
2018
Q2 | $1.1M | Buy |
+25,645
| New | +$1.1M | 0.1% | 52 |
|