O'Brien Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $360K | Buy |
+5,766
| New | +$353K | 0.05% | 67 |
|
|
2022
Q4 | – | Sell |
-6,652
| Closed | -$242K | – | 65 |
|
|
2022
Q3 | $242K | Hold |
6,652
| – | – | 0.1% | 41 |
|
|
2022
Q2 | $271K | Buy |
+6,652
| New | +$296K | 0.11% | 37 |
|
|
2020
Q2 | – | Sell |
-9,950
| Closed | -$323K | – | 35 |
|
|
2020
Q1 | $323K | Sell |
9,950
-38,859
| -80% | -$1.56M | 0.18% | 24 |
|
|
2019
Q4 | $2.15M | Sell |
48,809
-2,038
| -4% | -$86.9K | 1.54% | 10 |
|
|
2019
Q3 | $2.09M | Sell |
50,847
-35,672
| -41% | -$1.46M | 1.64% | 8 |
|
|
2019
Q2 | $3.63M | Sell |
86,519
-38,468
| -31% | -$1.59M | 2.66% | 5 |
|
|
2019
Q1 | $5.11M | Sell |
124,987
-241,702
| -66% | -$9.66M | 3.61% | 5 |
|
|
2018
Q4 | $14.2M | Buy |
366,689
+287,502
| +363% | +$11.4M | 9.74% | 4 |
|
|
2018
Q3 | $3.43M | Sell |
79,187
-6,723
| -8% | -$290K | 2.23% | 6 |
|
|
2018
Q2 | $3.69M | Sell |
85,910
-10,427
| -11% | -$465K | 2.75% | 7 |
|
|
2018
Q1 | $4.26M | Sell |
96,337
-5,754
| -6% | -$261K | 2.93% | 7 |
|
|
2017
Q4 | $4.58M | Sell |
102,091
-827
| -0.8% | -$36.5K | 2.89% | 8 |
|
|
2017
Q3 | $4.47M | Sell |
102,918
-4,923
| -5% | -$209K | 2.32% | 9 |
|
|
2017
Q2 | $4.46M | Buy |
107,841
+1,807
| +2% | +$73.7K | 2.35% | 9 |
|
|
2017
Q1 | $4.17M | Sell |
106,034
-916
| -0.9% | -$35.1K | 2.31% | 9 |
|
|
2016
Q4 | $3.91M | Buy |
106,950
+69,189
| +183% | +$2.52M | 2.34% | 11 |
|
|
2016
Q3 | $1.41M | Buy |
37,761
+854
| +2% | +$31.4K | 0.92% | 16 |
|
|
2016
Q2 | $1.3M | Sell |
36,907
-2,413
| -6% | -$87.2K | 0.91% | 17 |
|
|
2016
Q1 | $1.41M | Sell |
39,320
-13,355
| -25% | -$461K | 1.1% | 15 |
|
|
2015
Q4 | $1.93M | Buy |
+52,675
| New | +$1.98M | 1.89% | 13 |
|